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 | $40,697 | $72,492-43.9% | $87,100-53.3% | $72,985-44.2% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.9%+19.1pp | 69.5%+26.5pp |
| Annual return | 16.07% | 24.46%-8.4pp | 28.19%-12.1pp | 81.00%-64.9pp |
| Employer contribution / active EE | $485 | $1,894-74.4% | $2,521-80.8% | $2,440-80.1% |
| Participant deferral / active EE | $2,630 | $3,270-19.6% | $4,049-35.0% | $3,607-27.1% |
| Admin fee / account holder | $15,214 | $5,055+201.0% | $7,497+102.9% | $5,124+196.9% |