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 9-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 | $28,788 | $49,915-42.3% | $154,803-81.4% | $74,304-61.3% |
| Participation rate | 73.0% | 54.0%+19.1pp | 78.1%-5.0pp | 60.3%+12.7pp |
| Annual return | 16.55% | 34.06%-17.5pp | 58.88%-42.3pp | 29.43%-12.9pp |
| Employer contribution / active EE | $2,555 | $1,611+58.5% | $4,305-40.7% | $2,241+14.0% |
| Participant deferral / active EE | $2,126 | $2,255-5.7% | $5,540-61.6% | $3,767-43.6% |
| Admin fee / account holder | $4,140 | $2,189+89.1% | $14,329-71.1% | $2,969+39.4% |