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 | $29,577 | $54,705-45.9% | $71,209-58.5% | $84,808-65.1% |
| Participation rate | 81.3% | 64.1%+17.2pp | 73.8%+7.5pp | 68.3%+12.9pp |
| Annual return | 20.50% | 35.90%-15.4pp | 282.51%-262.0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $2,519 | $2,158+16.7% | $2,721-7.4% | $2,631-4.3% |
| Participant deferral / active EE | $5,519 | $3,030+82.1% | $4,175+32.2% | $4,212+31.0% |
| Admin fee / account holder | $3,533 | $4,863-27.4% | $5,349-33.9% | $7,344-51.9% |