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 | $25,721 | $59,839-57.0% | $81,983-68.6% | $79,858-67.8% |
| Participation rate | 89.5% | 61.6%+27.9pp | 69.2%+20.2pp | 69.6%+19.8pp |
| Annual return | 15.56% | 17.56%-2.0pp | 41.31%-25.7pp | 31.71%-16.2pp |
| Employer contribution / active EE | $3,421 | $1,713+99.7% | $2,498+36.9% | $2,471+38.5% |
| Participant deferral / active EE | $2,539 | $2,695-5.8% | $3,722-31.8% | $3,740-32.1% |
| Admin fee / account holder | $305 | $4,287-92.9% | $5,664-94.6% | $5,306-94.3% |