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 | $38,222 | $83,477-54.2% | $125,175-69.5% | $72,985-47.6% |
| Participation rate | 82.5% | 73.3%+9.2pp | 79.8%+2.7pp | 69.5%+13.0pp |
| Annual return | 22.02% | 25.78%-3.8pp | 43.79%-21.8pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,919 | $2,345-18.2% | $3,865-50.4% | $2,440-21.4% |
| Participant deferral / active EE | $4,686 | $3,585+30.7% | $4,937-5.1% | $3,607+29.9% |
| Admin fee / account holder | $3,322 | $5,517-39.8% | $9,702-65.8% | $5,124-35.2% |