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 | $25,252 | $58,828-57.1% | $77,999-67.6% | $62,891-59.8% |
| Participation rate | 89.7% | 71.1%+18.7pp | 75.5%+14.2pp | 69.3%+20.4pp |
| Annual return | 6.09% | 17.16%-11.1pp | 425.96%-419.9pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,752 | $1,672+4.8% | $2,470-29.1% | $2,281-23.2% |
| Participant deferral / active EE | $2,280 | $2,686-15.1% | $3,497-34.8% | $3,203-28.8% |
| Admin fee / account holder | $15,005 | $4,393+241.5% | $5,480+173.8% | $4,296+249.3% |