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 | $31,497 | $81,460-61.3% | $103,333-69.5% | $80,856-61.0% |
| Participation rate | 92.9% | 66.8%+26.0pp | 74.5%+18.3pp | 67.6%+25.2pp |
| Annual return | 14.62% | 25.55%-10.9pp | 24.88%-10.3pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,957 | $3,105-37.0% | $3,868-49.4% | $2,755-29.0% |
| Participant deferral / active EE | $3,805 | $3,869-1.6% | $5,057-24.8% | $4,296-11.4% |
| Admin fee / account holder | $10,636 | $6,566+62.0% | $8,355+27.3% | $6,918+53.7% |