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 | $28,163 | $89,753-68.6% | $107,525-73.8% | $84,808-66.8% |
| Participation rate | 70.4% | 68.1%+2.3pp | 75.1%-4.7pp | 68.3%+2.1pp |
| Annual return | 21.49% | 29.48%-8.0pp | 181.32%-159.8pp | 40.90%-19.4pp |
| Employer contribution / active EE | $3,385 | $3,113+8.7% | $3,754-9.8% | $2,631+28.7% |
| Participant deferral / active EE | $6,459 | $4,056+59.2% | $5,116+26.3% | $4,212+53.4% |
| Admin fee / account holder | $3,925 | $7,222-45.7% | $8,919-56.0% | $7,344-46.6% |