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 | $34,716 | $63,355-45.2% | $91,989-62.3% | $72,985-52.4% |
| Participation rate | 96.6% | 72.5%+24.0pp | 78.6%+17.9pp | 69.5%+27.1pp |
| Annual return | 39.22% | 35.35%+3.9pp | 69.02%-29.8pp | 81.00%-41.8pp |
| Employer contribution / active EE | $3,328 | $2,116+57.3% | $3,452-3.6% | $2,440+36.4% |
| Participant deferral / active EE | $3,086 | $4,883-36.8% | $5,923-47.9% | $3,607-14.5% |
| Admin fee / account holder | $2,061 | $4,668-55.9% | $7,743-73.4% | $5,124-59.8% |