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 | $40,187 | $87,870-54.3% | $113,168-64.5% | $74,304-45.9% |
| Participation rate | 92.0% | 70.7%+21.3pp | 76.6%+15.4pp | 60.3%+31.7pp |
| Annual return | 16.27% | 26.44%-10.2pp | 24.27%-8.0pp | 29.43%-13.2pp |
| Employer contribution / active EE | $1,060 | $2,277-53.5% | $2,975-64.4% | $2,241-52.7% |
| Participant deferral / active EE | $3,747 | $4,241-11.7% | $5,107-26.6% | $3,767-0.5% |
| Admin fee / account holder | $9,981 | $3,368+196.3% | $12,068-17.3% | $2,969+236.2% |