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 | $41,716 | $68,719-39.3% | $91,541-54.4% | $84,808-50.8% |
| Participation rate | 93.8% | 64.5%+29.3pp | 69.8%+24.1pp | 68.3%+25.5pp |
| Annual return | 14.55% | 19.12%-4.6pp | 20.50%-5.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,237 | $1,920+16.5% | $2,505-10.7% | $2,631-15.0% |
| Participant deferral / active EE | $3,230 | $3,136+3.0% | $4,008-19.4% | $4,212-23.3% |
| Admin fee / account holder | $2,607 | $5,786-54.9% | $6,956-62.5% | $7,344-64.5% |