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 | $27,051 | $48,076-43.7% | $78,689-65.6% | $62,891-57.0% |
| Participation rate | 93.1% | 65.2%+27.9pp | 73.6%+19.5pp | 69.3%+23.8pp |
| Annual return | 7.02% | 31.35%-24.3pp | 62.18%-55.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $969 | $2,015-51.9% | $2,851-66.0% | $2,281-57.5% |
| Participant deferral / active EE | $2,762 | $2,588+6.7% | $3,517-21.5% | $3,203-13.8% |
| Admin fee / account holder | $1,420 | $3,207-55.7% | $4,510-68.5% | $4,296-66.9% |