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 | $29,954 | $69,518-56.9% | $59,878-50.0% | $135,375-77.9% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.7%-3.3pp | 82.6%-11.2pp |
| Annual return | 8.41% | 7.94%+0.5pp | 3.46%+4.9pp | 519.73%-511.3pp |
| Employer contribution / active EE | $2,951 | $3,235-8.8% | $2,722+8.4% | $4,779-38.2% |
| Participant deferral / active EE | $3,333 | $4,206-20.8% | $3,402-2.0% | $5,609-40.6% |
| Admin fee / account holder | $7,890 | $5,734+37.6% | $3,590+119.8% | $10,827-27.1% |