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 | $34,627 | $78,926-56.1% | $136,749-74.7% | $84,808-59.2% |
| Participation rate | 87.5% | 62.2%+25.3pp | 72.1%+15.4pp | 68.3%+19.2pp |
| Annual return | 14.80% | 18.17%-3.4pp | 24.33%-9.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $7,143 | $2,134+234.7% | $3,400+110.1% | $2,631+171.5% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,692-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,050 | $6,369-67.8% | $11,386-82.0% | $7,344-72.1% |