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 | $33,397 | $60,892-45.2% | $82,389-59.5% | $84,808-60.6% |
| Participation rate | 97.2% | 63.3%+34.0pp | 69.5%+27.7pp | 68.3%+28.9pp |
| Annual return | 13.80% | 37.29%-23.5pp | 28.67%-14.9pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,672 | $1,779+50.2% | $2,517+6.2% | $2,631+1.6% |
| Participant deferral / active EE | $3,052 | $3,179-4.0% | $4,155-26.5% | $4,212-27.5% |
| Admin fee / account holder | $386 | $5,467-92.9% | $7,231-94.7% | $7,344-94.7% |