See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,122 | $67,606-56.9% | $82,313-64.6% | $70,131-58.5% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.9%+12.0pp | 69.5%+19.3pp |
| Annual return | 13.38% | 21.57%-8.2pp | 25.88%-12.5pp | 73.14%-59.8pp |
| Employer contribution / active EE | $725 | $1,755-58.7% | $2,428-70.1% | $2,342-69.0% |
| Participant deferral / active EE | $3,734 | $2,987+25.0% | $3,706+0.8% | $3,332+12.1% |
| Admin fee / account holder | $5,754 | $4,512+27.5% | $5,608+2.6% | $4,645+23.9% |