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 | $29,083 | $65,365-55.5% | $92,893-68.7% | $72,985-60.2% |
| Participation rate | 97.4% | 68.3%+29.1pp | 76.0%+21.4pp | 69.5%+27.9pp |
| Annual return | 24.58% | 42.10%-17.5pp | 109.41%-84.8pp | 81.00%-56.4pp |
| Employer contribution / active EE | $2,086 | $2,594-19.6% | $3,653-42.9% | $2,440-14.5% |
| Participant deferral / active EE | $4,439 | $3,128+41.9% | $4,236+4.8% | $3,607+23.1% |
| Admin fee / account holder | $3,202 | $4,251-24.7% | $5,794-44.7% | $5,124-37.5% |