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 | $39,223 | $86,891-54.9% | $142,449-72.5% | $75,163-47.8% |
| Participation rate | 82.1% | 68.5%+13.6pp | 76.8%+5.4pp | 67.2%+15.0pp |
| Annual return | 25.79% | 23.31%+2.5pp | 19.99%+5.8pp | 160.62%-134.8pp |
| Employer contribution / active EE | $2,723 | $3,355-18.8% | $4,847-43.8% | $2,670+2.0% |
| Participant deferral / active EE | $4,132 | $4,938-16.3% | $6,283-34.2% | $4,125+0.2% |
| Admin fee / account holder | $7,225 | $7,299-1.0% | $10,011-27.8% | $5,651+27.9% |