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 | $36,352 | $58,828-38.2% | $77,999-53.4% | $62,891-42.2% |
| Participation rate | 85.7% | 71.1%+14.7pp | 75.5%+10.2pp | 69.3%+16.4pp |
| Annual return | 6.10% | 17.16%-11.1pp | 425.96%-419.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,734 | $1,672+3.8% | $2,470-29.8% | $2,281-24.0% |
| Participant deferral / active EE | $5,324 | $2,686+98.3% | $3,497+52.3% | $3,203+66.2% |
| Admin fee / account holder | $2,949 | $4,393-32.9% | $5,480-46.2% | $4,296-31.4% |