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 9-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 | $37,987 | $74,927-49.3% | $101,794-62.7% | $84,808-55.2% |
| Participation rate | 74.2% | 61.4%+12.8pp | 69.2%+5.1pp | 68.3%+5.9pp |
| Annual return | 15.74% | 18.70%-3.0pp | 30.53%-14.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,677 | $1,522+10.2% | $2,289-26.7% | $2,631-36.3% |
| Participant deferral / active EE | $2,280 | $3,099-26.4% | $4,084-44.2% | $4,212-45.9% |
| Admin fee / account holder | $3,019 | $6,514-53.6% | $8,777-65.6% | $7,344-58.9% |