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 | $33,034 | $81,460-59.4% | $103,333-68.0% | $80,856-59.1% |
| Participation rate | 80.6% | 66.8%+13.8pp | 74.5%+6.1pp | 67.6%+13.0pp |
| Annual return | 15.25% | 25.55%-10.3pp | 24.88%-9.6pp | 35.59%-20.3pp |
| Employer contribution / active EE | $3,620 | $3,105+16.6% | $3,868-6.4% | $2,755+31.4% |
| Participant deferral / active EE | $6,540 | $3,869+69.0% | $5,057+29.3% | $4,296+52.2% |
| Admin fee / account holder | $14,031 | $6,566+113.7% | $8,355+67.9% | $6,918+102.8% |