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 | $30,718 | $81,460-62.3% | $103,333-70.3% | $80,856-62.0% |
| Participation rate | 75.9% | 66.8%+9.1pp | 74.5%+1.4pp | 67.6%+8.3pp |
| Annual return | 14.19% | 25.55%-11.4pp | 24.88%-10.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $3,917 | $3,105+26.1% | $3,868+1.3% | $2,755+42.2% |
| Participant deferral / active EE | $6,311 | $3,869+63.1% | $5,057+24.8% | $4,296+46.9% |
| Admin fee / account holder | $3,397 | $6,566-48.3% | $8,355-59.3% | $6,918-50.9% |