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 | $34,405 | $118,450-71.0% | $98,439-65.0% | $139,434-75.3% |
| Participation rate | 72.2% | 77.4%-5.2pp | 75.2%-2.9pp | 80.3%-8.1pp |
| Annual return | 14.27% | 18.94%-4.7pp | 21.16%-6.9pp | 372.94%-358.7pp |
| Employer contribution / active EE | $3,966 | $3,609+9.9% | $3,048+30.1% | $4,751-16.5% |
| Participant deferral / active EE | $7,601 | $5,392+41.0% | $4,738+60.4% | $6,710+13.3% |
| Admin fee / account holder | $12,745 | $14,026-9.1% | $8,948+42.4% | $11,403+11.8% |