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 | $29,095 | $64,348-54.8% | $90,160-67.7% | $70,131-58.5% |
| Participation rate | 76.6% | 70.4%+6.2pp | 76.9%-0.3pp | 69.5%+7.1pp |
| Annual return | 20.92% | 28.13%-7.2pp | 34.88%-14.0pp | 73.14%-52.2pp |
| Employer contribution / active EE | $366 | $2,046-82.1% | $3,318-89.0% | $2,342-84.4% |
| Participant deferral / active EE | $4,720 | $4,389+7.6% | $5,288-10.7% | $3,332+41.7% |
| Admin fee / account holder | $2,951 | $3,944-25.2% | $5,943-50.4% | $4,645-36.5% |