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 | $37,152 | $78,926-52.9% | $136,749-72.8% | $84,808-56.2% |
| Participation rate | 89.6% | 62.2%+27.4pp | 72.1%+17.4pp | 68.3%+21.3pp |
| Annual return | 20.77% | 18.17%+2.6pp | 24.33%-3.6pp | 40.90%-20.1pp |
| Employer contribution / active EE | $2,891 | $2,134+35.5% | $3,400-14.9% | $2,631+9.9% |
| Participant deferral / active EE | $5,191 | $3,168+63.8% | $4,692+10.6% | $4,212+23.3% |
| Admin fee / account holder | $3,362 | $6,369-47.2% | $11,386-70.5% | $7,344-54.2% |