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 | $31,494 | $54,762-42.5% | $90,281-65.1% | $72,985-56.8% |
| Participation rate | 92.9% | 65.1%+27.7pp | 73.3%+19.6pp | 69.5%+23.4pp |
| Annual return | 23.75% | 30.63%-6.9pp | 78.10%-54.3pp | 81.00%-57.3pp |
| Employer contribution / active EE | $3,600 | $2,092+72.0% | $2,854+26.1% | $2,440+47.5% |
| Participant deferral / active EE | $4,387 | $2,887+51.9% | $3,885+12.9% | $3,607+21.6% |
| Admin fee / account holder | $5,473 | $3,972+37.8% | $5,351+2.3% | $5,124+6.8% |