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 5-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 | $31,993 | $109,881-70.9% | $150,045-78.7% | $84,808-62.3% |
| Participation rate | 73.0% | 76.1%-3.1pp | 82.3%-9.3pp | 68.3%+4.7pp |
| Annual return | 14.48% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,783 | $3,561-21.9% | $4,693-40.7% | $2,631+5.8% |
| Participant deferral / active EE | $5,663 | $6,636-14.7% | $7,997-29.2% | $4,212+34.5% |
| Admin fee / account holder | $10,958 | $8,568+27.9% | $13,435-18.4% | $7,344+49.2% |