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 | $28,344 | $45,073-37.1% | $69,455-59.2% | $72,985-61.2% |
| Participation rate | 93.9% | 68.5%+25.4pp | 74.6%+19.3pp | 69.5%+24.5pp |
| Annual return | 22.82% | 22.65%+0.2pp | 28.97%-6.2pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,909 | $2,054-7.0% | $2,779-31.3% | $2,440-21.7% |
| Participant deferral / active EE | $1,401 | $2,602-46.2% | $3,535-60.4% | $3,607-61.2% |
| Admin fee / account holder | $2,064 | $3,056-32.4% | $3,839-46.2% | $5,124-59.7% |