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 | $29,764 | $49,227-39.5% | $70,449-57.8% | $79,858-62.7% |
| Participation rate | 80.0% | 69.2%+10.8pp | 75.1%+4.9pp | 69.6%+10.4pp |
| Annual return | 11.84% | 30.06%-18.2pp | 109.03%-97.2pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,548 | $2,099-26.3% | $2,737-43.4% | $2,471-37.4% |
| Participant deferral / active EE | $3,787 | $2,768+36.8% | $3,709+2.1% | $3,740+1.3% |
| Admin fee / account holder | $9,640 | $2,878+234.9% | $3,845+150.7% | $5,306+81.7% |