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 | $27,963 | $45,073-38.0% | $69,455-59.7% | $72,985-61.7% |
| Participation rate | 75.8% | 68.5%+7.3pp | 74.6%+1.2pp | 69.5%+6.3pp |
| Annual return | 25.02% | 22.65%+2.4pp | 28.97%-4.0pp | 81.00%-56.0pp |
| Employer contribution / active EE | $2,315 | $2,054+12.7% | $2,779-16.7% | $2,440-5.1% |
| Participant deferral / active EE | $4,923 | $2,602+89.2% | $3,535+39.2% | $3,607+36.5% |
| Admin fee / account holder | $4,045 | $3,056+32.4% | $3,839+5.4% | $5,124-21.1% |