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 5-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 | $34,785 | $81,460-57.3% | $103,333-66.3% | $80,856-57.0% |
| Participation rate | 80.6% | 66.8%+13.8pp | 74.5%+6.1pp | 67.6%+13.0pp |
| Annual return | 16.90% | 25.55%-8.6pp | 24.88%-8.0pp | 35.59%-18.7pp |
| Employer contribution / active EE | $2,983 | $3,105-3.9% | $3,868-22.9% | $2,755+8.3% |
| Participant deferral / active EE | $5,299 | $3,869+37.0% | $5,057+4.8% | $4,296+23.4% |
| Admin fee / account holder | $1,660 | $6,566-74.7% | $8,355-80.1% | $6,918-76.0% |