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 3-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 | $23,805 | $60,892-60.9% | $82,389-71.1% | $84,808-71.9% |
| Participation rate | 94.1% | 63.3%+30.8pp | 69.5%+24.6pp | 68.3%+25.8pp |
| Annual return | 13.66% | 37.29%-23.6pp | 28.67%-15.0pp | 40.90%-27.2pp |
| Employer contribution / active EE | $3,788 | $1,779+112.9% | $2,517+50.5% | $2,631+44.0% |
| Participant deferral / active EE | $3,617 | $3,179+13.8% | $4,155-12.9% | $4,212-14.1% |
| Admin fee / account holder | $8,340 | $5,467+52.5% | $7,231+15.3% | $7,344+13.6% |