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 | $28,438 | $65,041-56.3% | $90,951-68.7% | $79,858-64.4% |
| Participation rate | 73.3% | 61.6%+11.7pp | 69.0%+4.3pp | 69.6%+3.7pp |
| Annual return | 20.99% | 30.45%-9.5pp | 134.60%-113.6pp | 31.71%-10.7pp |
| Employer contribution / active EE | $1,175 | $1,247-5.8% | $2,122-44.6% | $2,471-52.4% |
| Participant deferral / active EE | $2,296 | $2,512-8.6% | $3,373-31.9% | $3,740-38.6% |
| Admin fee / account holder | $1,398 | $4,536-69.2% | $5,959-76.5% | $5,306-73.6% |