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 | $26,934 | $70,475-61.8% | $100,516-73.2% | $79,858-66.3% |
| Participation rate | 92.0% | 73.7%+18.3pp | 79.4%+12.6pp | 69.6%+22.4pp |
| Annual return | 26.13% | 21.90%+4.2pp | 30.89%-4.8pp | 31.71%-5.6pp |
| Employer contribution / active EE | $1,660 | $2,165-23.3% | $3,418-51.4% | $2,471-32.8% |
| Participant deferral / active EE | $5,611 | $5,181+8.3% | $6,270-10.5% | $3,740+50.0% |
| Admin fee / account holder | $6,031 | $4,478+34.7% | $8,081-25.4% | $5,306+13.7% |