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 | $29,208 | $60,349-51.6% | $74,183-60.6% | $62,891-53.6% |
| Participation rate | 96.9% | 72.7%+24.1pp | 76.6%+20.3pp | 69.3%+27.6pp |
| Annual return | 7.43% | 21.37%-13.9pp | 17.74%-10.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,065 | $1,680+22.9% | $2,370-12.9% | $2,281-9.5% |
| Participant deferral / active EE | $3,565 | $2,856+24.8% | $3,550+0.4% | $3,203+11.3% |
| Admin fee / account holder | $6,682 | $4,261+56.8% | $5,586+19.6% | $4,296+55.6% |