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 | $34,612 | $80,717-57.1% | $154,803-77.6% | $84,808-59.2% |
| Participation rate | 81.4% | 66.8%+14.6pp | 78.1%+3.4pp | 68.3%+13.1pp |
| Annual return | 16.53% | 37.96%-21.4pp | 58.88%-42.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,720 | $2,761-37.7% | $4,305-60.1% | $2,631-34.6% |
| Participant deferral / active EE | $2,924 | $3,303-11.5% | $5,540-47.2% | $4,212-30.6% |
| Admin fee / account holder | $11,928 | $6,746+76.8% | $14,329-16.8% | $7,344+62.4% |