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 | $26,054 | $71,050-63.3% | $93,606-72.2% | $80,856-67.8% |
| Participation rate | 83.3% | 60.4%+22.9pp | 68.7%+14.6pp | 67.6%+15.7pp |
| Annual return | 14.40% | 11.26%+3.1pp | 133.20%-118.8pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,732 | $1,564+10.8% | $2,420-28.4% | $2,755-37.1% |
| Participant deferral / active EE | $2,293 | $4,034-43.2% | $4,411-48.0% | $4,296-46.6% |
| Admin fee / account holder | $9,422 | $6,945+35.7% | $8,285+13.7% | $6,918+36.2% |