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 | $27,403 | $80,717-66.1% | $154,803-82.3% | $84,808-67.7% |
| Participation rate | 92.6% | 66.8%+25.8pp | 78.1%+14.5pp | 68.3%+24.3pp |
| Annual return | 20.59% | 37.96%-17.4pp | 58.88%-38.3pp | 40.90%-20.3pp |
| Employer contribution / active EE | $2,538 | $2,761-8.1% | $4,305-41.1% | $2,631-3.5% |
| Participant deferral / active EE | $3,502 | $3,303+6.0% | $5,540-36.8% | $4,212-16.9% |
| Admin fee / account holder | $8,012 | $6,746+18.8% | $14,329-44.1% | $7,344+9.1% |