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 | $35,245 | $81,248-56.6% | $155,509-77.3% | $80,856-56.4% |
| Participation rate | 80.6% | 66.2%+14.3pp | 78.2%+2.4pp | 67.6%+12.9pp |
| Annual return | 14.27% | 33.31%-19.0pp | 64.67%-50.4pp | 35.59%-21.3pp |
| Employer contribution / active EE | $4,284 | $3,100+38.2% | $4,672-8.3% | $2,755+55.5% |
| Participant deferral / active EE | $5,041 | $3,452+46.1% | $5,626-10.4% | $4,296+17.4% |
| Admin fee / account holder | $14,608 | $7,997+82.7% | $15,912-8.2% | $6,918+111.2% |