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 | $30,360 | $78,926-61.5% | $136,749-77.8% | $84,808-64.2% |
| Participation rate | 79.5% | 62.2%+17.4pp | 72.1%+7.4pp | 68.3%+11.2pp |
| Annual return | 14.13% | 18.17%-4.0pp | 24.33%-10.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,839 | $2,134+33.0% | $3,400-16.5% | $2,631+7.9% |
| Participant deferral / active EE | $5,962 | $3,168+88.2% | $4,692+27.1% | $4,212+41.6% |
| Admin fee / account holder | $18,803 | $6,369+195.2% | $11,386+65.1% | $7,344+156.0% |