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 | $37,325 | $60,892-38.7% | $82,389-54.7% | $84,808-56.0% |
| Participation rate | 96.7% | 63.3%+33.4pp | 69.5%+27.1pp | 68.3%+28.4pp |
| Annual return | 18.99% | 37.29%-18.3pp | 28.67%-9.7pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,883 | $1,779+5.8% | $2,517-25.2% | $2,631-28.4% |
| Participant deferral / active EE | $5,833 | $3,179+83.5% | $4,155+40.4% | $4,212+38.5% |
| Admin fee / account holder | $479 | $5,467-91.2% | $7,231-93.4% | $7,344-93.5% |