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 | $30,921 | $92,985-66.7% | $153,485-79.9% | $80,856-61.8% |
| Participation rate | 78.0% | 69.0%+9.0pp | 77.1%+0.9pp | 67.6%+10.4pp |
| Annual return | 18.37% | 19.95%-1.6pp | 15.65%+2.7pp | 35.59%-17.2pp |
| Employer contribution / active EE | $1,839 | $3,507-47.6% | $5,039-63.5% | $2,755-33.3% |
| Participant deferral / active EE | $4,455 | $5,178-14.0% | $6,757-34.1% | $4,296+3.7% |
| Admin fee / account holder | $8,179 | $8,880-7.9% | $12,724-35.7% | $6,918+18.2% |