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 | $27,657 | $75,963-63.6% | $97,995-71.8% | $70,131-60.6% |
| Participation rate | 93.6% | 77.0%+16.7pp | 82.4%+11.2pp | 69.5%+24.1pp |
| Annual return | 17.67% | 19.26%-1.6pp | 23.94%-6.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $2,249 | $3,278-31.4% | $4,158-45.9% | $2,342-4.0% |
| Participant deferral / active EE | $4,872 | $4,053+20.2% | $5,097-4.4% | $3,332+46.2% |
| Admin fee / account holder | $1,284 | $5,407-76.3% | $5,943-78.4% | $4,645-72.4% |