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 | $37,390 | $72,277-48.3% | $101,248-63.1% | $79,858-53.2% |
| Participation rate | 75.6% | 68.5%+7.1pp | 75.8%-0.3pp | 69.6%+5.9pp |
| Annual return | 10.89% | 22.30%-11.4pp | 46.47%-35.6pp | 31.71%-20.8pp |
| Employer contribution / active EE | $1,982 | $2,692-26.4% | $3,660-45.8% | $2,471-19.8% |
| Participant deferral / active EE | $3,899 | $3,282+18.8% | $4,370-10.8% | $3,740+4.3% |
| Admin fee / account holder | $12,944 | $4,400+194.2% | $5,945+117.7% | $5,306+143.9% |