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 | $29,068 | $80,673-64.0% | $101,326-71.3% | $84,808-65.7% |
| Participation rate | 90.3% | 77.8%+12.5pp | 81.5%+8.8pp | 68.3%+22.0pp |
| Annual return | 19.88% | 38.95%-19.1pp | 36.82%-16.9pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,784 | $2,698-33.9% | $3,665-51.3% | $2,631-32.2% |
| Participant deferral / active EE | $6,793 | $6,840-0.7% | $7,994-15.0% | $4,212+61.3% |
| Admin fee / account holder | $7,142 | $12,784-44.1% | $11,185-36.1% | $7,344-2.7% |