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 | $40,711 | $80,717-49.6% | $154,803-73.7% | $84,808-52.0% |
| Participation rate | 83.1% | 66.8%+16.3pp | 78.1%+5.0pp | 68.3%+14.8pp |
| Annual return | 15.58% | 37.96%-22.4pp | 58.88%-43.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,751 | $2,761-36.6% | $4,305-59.3% | $2,631-33.5% |
| Participant deferral / active EE | $2,670 | $3,303-19.2% | $5,540-51.8% | $4,212-36.6% |
| Admin fee / account holder | $2,450 | $6,746-63.7% | $14,329-82.9% | $7,344-66.6% |