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 9-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 | $30,815 | $56,053-45.0% | $75,972-59.4% | $80,856-61.9% |
| Participation rate | 78.9% | 62.0%+16.9pp | 69.1%+9.9pp | 67.6%+11.3pp |
| Annual return | 11.70% | 20.53%-8.8pp | 359.55%-347.8pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,845 | $1,874-1.6% | $2,685-31.3% | $2,755-33.0% |
| Participant deferral / active EE | $3,066 | $3,052+0.5% | $4,255-28.0% | $4,296-28.6% |
| Admin fee / account holder | $826 | $5,234-84.2% | $6,467-87.2% | $6,918-88.1% |