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 | $30,112 | $86,929-65.4% | $102,423-70.6% | $80,856-62.8% |
| Participation rate | 86.1% | 72.4%+13.7pp | 76.5%+9.6pp | 67.6%+18.5pp |
| Annual return | 15.17% | 18.88%-3.7pp | 29.32%-14.2pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,546 | $2,369-34.7% | $3,023-48.9% | $2,755-43.9% |
| Participant deferral / active EE | $3,571 | $4,118-13.3% | $5,053-29.3% | $4,296-16.9% |
| Admin fee / account holder | $2,531 | $8,049-68.6% | $9,451-73.2% | $6,918-63.4% |