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 | $28,092 | $67,606-58.4% | $82,313-65.9% | $70,131-59.9% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 16.67% | 21.57%-4.9pp | 25.88%-9.2pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,834 | $1,755+4.5% | $2,428-24.5% | $2,342-21.7% |
| Participant deferral / active EE | $3,255 | $2,987+9.0% | $3,706-12.2% | $3,332-2.3% |
| Admin fee / account holder | $1,328 | $4,512-70.6% | $5,608-76.3% | $4,645-71.4% |