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 | $30,733 | $78,422-60.8% | $95,952-68.0% | $79,858-61.5% |
| Participation rate | 85.9% | 73.5%+12.4pp | 77.1%+8.8pp | 69.6%+16.3pp |
| Annual return | 18.75% | 19.37%-0.6pp | 91.61%-72.9pp | 31.71%-13.0pp |
| Employer contribution / active EE | $2,676 | $1,945+37.6% | $2,541+5.3% | $2,471+8.3% |
| Participant deferral / active EE | $3,891 | $3,440+13.1% | $4,167-6.6% | $3,740+4.0% |
| Admin fee / account holder | $5,493 | $5,622-2.3% | $6,795-19.2% | $5,306+3.5% |