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 | $28,030 | $65,365-57.1% | $92,893-69.8% | $72,985-61.6% |
| Participation rate | 79.1% | 68.3%+10.8pp | 76.0%+3.1pp | 69.5%+9.6pp |
| Annual return | 23.39% | 42.10%-18.7pp | 109.41%-86.0pp | 81.00%-57.6pp |
| Employer contribution / active EE | $1,948 | $2,594-24.9% | $3,653-46.7% | $2,440-20.2% |
| Participant deferral / active EE | $3,980 | $3,128+27.2% | $4,236-6.1% | $3,607+10.3% |
| Admin fee / account holder | $5,901 | $4,251+38.8% | $5,794+1.9% | $5,124+15.2% |