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 | $33,887 | $63,355-46.5% | $91,989-63.2% | $72,985-53.6% |
| Participation rate | 87.1% | 72.5%+14.6pp | 78.6%+8.5pp | 69.5%+17.6pp |
| Annual return | 25.88% | 35.35%-9.5pp | 69.02%-43.1pp | 81.00%-55.1pp |
| Employer contribution / active EE | $2,385 | $2,116+12.7% | $3,452-30.9% | $2,440-2.3% |
| Participant deferral / active EE | $3,986 | $4,883-18.4% | $5,923-32.7% | $3,607+10.5% |
| Admin fee / account holder | $1,186 | $4,668-74.6% | $7,743-84.7% | $5,124-76.8% |