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 | $35,213 | $54,762-35.7% | $90,281-61.0% | $72,985-51.8% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 22.30% | 30.63%-8.3pp | 78.10%-55.8pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,157 | $2,092-44.7% | $2,854-59.5% | $2,440-52.6% |
| Participant deferral / active EE | $4,010 | $2,887+38.9% | $3,885+3.2% | $3,607+11.2% |
| Admin fee / account holder | $1,537 | $3,972-61.3% | $5,351-71.3% | $5,124-70.0% |