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 | $27,677 | $72,492-61.8% | $87,100-68.2% | $72,985-62.1% |
| Participation rate | 94.9% | 72.8%+22.1pp | 76.9%+18.0pp | 69.5%+25.4pp |
| Annual return | 21.29% | 24.46%-3.2pp | 28.19%-6.9pp | 81.00%-59.7pp |
| Employer contribution / active EE | $2,158 | $1,894+13.9% | $2,521-14.4% | $2,440-11.6% |
| Participant deferral / active EE | $3,378 | $3,270+3.3% | $4,049-16.6% | $3,607-6.4% |
| Admin fee / account holder | $10,932 | $5,055+116.3% | $7,497+45.8% | $5,124+113.3% |