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 | $23,669 | $68,719-65.6% | $91,541-74.1% | $84,808-72.1% |
| Participation rate | 80.2% | 64.5%+15.7pp | 69.8%+10.5pp | 68.3%+11.9pp |
| Annual return | 24.94% | 19.12%+5.8pp | 20.50%+4.4pp | 40.90%-16.0pp |
| Employer contribution / active EE | $2,050 | $1,920+6.8% | $2,505-18.1% | $2,631-22.1% |
| Participant deferral / active EE | $3,438 | $3,136+9.6% | $4,008-14.2% | $4,212-18.4% |
| Admin fee / account holder | $3,062 | $5,786-47.1% | $6,956-56.0% | $7,344-58.3% |