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 | $35,161 | $49,227-28.6% | $70,449-50.1% | $79,858-56.0% |
| Participation rate | 92.5% | 69.2%+23.3pp | 75.1%+17.4pp | 69.6%+22.9pp |
| Annual return | 18.54% | 30.06%-11.5pp | 109.03%-90.5pp | 31.71%-13.2pp |
| Employer contribution / active EE | $1,431 | $2,099-31.8% | $2,737-47.7% | $2,471-42.1% |
| Participant deferral / active EE | $2,881 | $2,768+4.1% | $3,709-22.3% | $3,740-23.0% |
| Admin fee / account holder | $2,015 | $2,878-30.0% | $3,845-47.6% | $5,306-62.0% |