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 | $23,576 | $48,076-51.0% | $78,689-70.0% | $62,891-62.5% |
| Participation rate | 88.2% | 65.2%+23.0pp | 73.6%+14.7pp | 69.3%+18.9pp |
| Annual return | 9.05% | 31.35%-22.3pp | 62.18%-53.1pp | 20.14%-11.1pp |
| Employer contribution / active EE | $3,322 | $2,015+64.9% | $2,851+16.5% | $2,281+45.6% |
| Participant deferral / active EE | $6,124 | $2,588+136.7% | $3,517+74.1% | $3,203+91.2% |
| Admin fee / account holder | $38,496 | $3,207+1100.2% | $4,510+753.5% | $4,296+796.2% |