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 | $29,896 | $39,122-23.6% | $57,179-47.7% | $62,891-52.5% |
| Participation rate | 86.0% | 70.5%+15.5pp | 75.3%+10.7pp | 69.3%+16.7pp |
| Annual return | 8.02% | 9.23%-1.2pp | 14.59%-6.6pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,911 | $1,874+1.9% | $2,682-28.8% | $2,281-16.2% |
| Participant deferral / active EE | $4,622 | $2,374+94.7% | $3,096+49.3% | $3,203+44.3% |
| Admin fee / account holder | $1,855 | $2,592-28.4% | $3,139-40.9% | $4,296-56.8% |