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 | $31,187 | $72,012-56.7% | $185,823-83.2% | $79,858-60.9% |
| Participation rate | 96.9% | 65.8%+31.1pp | 78.0%+18.8pp | 69.6%+27.2pp |
| Annual return | 13.44% | 23.12%-9.7pp | 35.95%-22.5pp | 31.71%-18.3pp |
| Employer contribution / active EE | $3,106 | $1,965+58.1% | $4,087-24.0% | $2,471+25.7% |
| Participant deferral / active EE | $4,661 | $3,779+23.4% | $5,632-17.2% | $3,740+24.6% |
| Admin fee / account holder | $7,652 | $4,513+69.6% | $9,500-19.5% | $5,306+44.2% |