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 | $35,971 | $90,503-60.3% | $78,689-54.3% | $273,961-86.9% |
| Participation rate | 92.3% | 76.5%+15.8pp | 73.6%+18.7pp | 83.0%+9.3pp |
| Annual return | 5.89% | 75.60%-69.7pp | 62.18%-56.3pp | 41.45%-35.6pp |
| Employer contribution / active EE | $2,173 | $3,176-31.6% | $2,851-23.8% | $4,869-55.4% |
| Participant deferral / active EE | $5,990 | $3,901+53.5% | $3,517+70.3% | $5,287+13.3% |
| Admin fee / account holder | $25,573 | $5,263+385.9% | $4,510+467.0% | $10,132+152.4% |