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 | $29,640 | $127,264-76.7% | $109,895-73.0% | $167,490-82.3% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.2%+17.4pp | 82.1%+9.6pp |
| Annual return | 11.95% | 22.97%-11.0pp | 29.45%-17.5pp | 478.56%-466.6pp |
| Employer contribution / active EE | $436 | $3,322-86.9% | $2,842-84.7% | $4,837-91.0% |
| Participant deferral / active EE | $1,467 | $4,514-67.5% | $4,048-63.8% | $6,341-76.9% |
| Admin fee / account holder | $8,603 | $7,114+20.9% | $6,066+41.8% | $12,309-30.1% |