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 | $34,542 | $98,750-65.0% | $149,696-76.9% | $79,858-56.7% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.5%-4.7pp | 69.6%+8.1pp |
| Annual return | 17.92% | 27.43%-9.5pp | 276.60%-258.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $2,971 | $3,216-7.6% | $4,644-36.0% | $2,471+20.2% |
| Participant deferral / active EE | $3,897 | $5,680-31.4% | $6,842-43.0% | $3,740+4.2% |
| Admin fee / account holder | $2,838 | $6,053-53.1% | $9,309-69.5% | $5,306-46.5% |