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 | $31,599 | $74,927-57.8% | $101,794-69.0% | $84,808-62.7% |
| Participation rate | 84.8% | 61.4%+23.4pp | 69.2%+15.7pp | 68.3%+16.5pp |
| Annual return | 16.23% | 18.70%-2.5pp | 30.53%-14.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $3,634 | $1,522+138.8% | $2,289+58.7% | $2,631+38.1% |
| Participant deferral / active EE | $2,910 | $3,099-6.1% | $4,084-28.7% | $4,212-30.9% |
| Admin fee / account holder | $10,405 | $6,514+59.7% | $8,777+18.5% | $7,344+41.7% |