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 | $28,694 | $90,503-68.3% | $78,689-63.5% | $273,961-89.5% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 4.93% | 75.60%-70.7pp | 62.18%-57.2pp | 41.45%-36.5pp |
| Employer contribution / active EE | $2,728 | $3,176-14.1% | $2,851-4.3% | $4,869-44.0% |
| Participant deferral / active EE | $2,651 | $3,901-32.0% | $3,517-24.6% | $5,287-49.9% |
| Admin fee / account holder | $3,984 | $5,263-24.3% | $4,510-11.7% | $10,132-60.7% |