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 | $38,818 | $79,944-51.4% | $98,439-60.6% | $75,163-48.4% |
| Participation rate | 76.7% | 70.4%+6.4pp | 75.2%+1.6pp | 67.2%+9.6pp |
| Annual return | 14.56% | 19.75%-5.2pp | 21.16%-6.6pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,566 | $2,264-30.8% | $3,048-48.6% | $2,670-41.4% |
| Participant deferral / active EE | $3,144 | $3,752-16.2% | $4,738-33.6% | $4,125-23.8% |
| Admin fee / account holder | $3,317 | $6,840-51.5% | $8,948-62.9% | $5,651-41.3% |