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 | $34,848 | $81,248-57.1% | $155,509-77.6% | $80,856-56.9% |
| Participation rate | 71.1% | 66.2%+4.8pp | 78.2%-7.1pp | 67.6%+3.4pp |
| Annual return | 25.72% | 33.31%-7.6pp | 64.67%-39.0pp | 35.59%-9.9pp |
| Employer contribution / active EE | $3,006 | $3,100-3.1% | $4,672-35.7% | $2,755+9.1% |
| Participant deferral / active EE | $3,701 | $3,452+7.2% | $5,626-34.2% | $4,296-13.9% |
| Admin fee / account holder | $9,880 | $7,997+23.5% | $15,912-37.9% | $6,918+42.8% |