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 | $42,125 | $181,894-76.8% | $156,549-73.1% | $273,961-84.6% |
| Participation rate | 91.7% | 88.4%+3.3pp | 84.0%+7.7pp | 83.0%+8.7pp |
| Annual return | 13.19% | 30.74%-17.6pp | 32.23%-19.0pp | 41.45%-28.3pp |
| Employer contribution / active EE | $2,649 | $6,248-57.6% | $5,501-51.8% | $4,869-45.6% |
| Participant deferral / active EE | $2,846 | $5,550-48.7% | $4,871-41.6% | $5,287-46.2% |
| Admin fee / account holder | $15,243 | $15,559-2.0% | $13,027+17.0% | $10,132+50.4% |