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 | $29,401 | $80,717-63.6% | $154,803-81.0% | $84,808-65.3% |
| Participation rate | 87.5% | 66.8%+20.7pp | 78.1%+9.4pp | 68.3%+19.2pp |
| Annual return | 16.12% | 37.96%-21.8pp | 58.88%-42.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,785 | $2,761-35.3% | $4,305-58.5% | $2,631-32.1% |
| Participant deferral / active EE | $3,188 | $3,303-3.5% | $5,540-42.5% | $4,212-24.3% |
| Admin fee / account holder | $1,431 | $6,746-78.8% | $14,329-90.0% | $7,344-80.5% |