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 | $34,462 | $60,892-43.4% | $82,389-58.2% | $84,808-59.4% |
| Participation rate | 78.6% | 63.3%+15.3pp | 69.5%+9.0pp | 68.3%+10.3pp |
| Annual return | 13.29% | 37.29%-24.0pp | 28.67%-15.4pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,502 | $1,779+40.6% | $2,517-0.6% | $2,631-4.9% |
| Participant deferral / active EE | $0 | $3,179-100.0% | $4,155-100.0% | $4,212-100.0% |
| Admin fee / account holder | $6,132 | $5,467+12.2% | $7,231-15.2% | $7,344-16.5% |