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 | $32,681 | $84,233-61.2% | $170,442-80.8% | $70,131-53.4% |
| Participation rate | 86.2% | 70.8%+15.3pp | 83.6%+2.6pp | 69.5%+16.6pp |
| Annual return | 15.08% | 23.06%-8.0pp | 205.93%-190.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $839 | $3,387-75.2% | $5,433-84.6% | $2,342-64.2% |
| Participant deferral / active EE | $2,818 | $3,086-8.7% | $4,939-43.0% | $3,332-15.4% |
| Admin fee / account holder | $1,535 | $5,698-73.1% | $13,880-88.9% | $4,645-66.9% |