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 5-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 | $34,568 | $80,673-57.2% | $101,326-65.9% | $84,808-59.2% |
| Participation rate | 96.2% | 77.8%+18.4pp | 81.5%+14.7pp | 68.3%+27.8pp |
| Annual return | 34.65% | 38.95%-4.3pp | 36.82%-2.2pp | 40.90%-6.2pp |
| Employer contribution / active EE | $3,256 | $2,698+20.7% | $3,665-11.2% | $2,631+23.7% |
| Participant deferral / active EE | $7,612 | $6,840+11.3% | $7,994-4.8% | $4,212+80.7% |
| Admin fee / account holder | $2,458 | $12,784-80.8% | $11,185-78.0% | $7,344-66.5% |