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 | $36,222 | $69,207-47.7% | $64,056-43.5% | $139,434-74.0% |
| Participation rate | 95.0% | 75.6%+19.4pp | 72.3%+22.7pp | 80.3%+14.7pp |
| Annual return | 17.27% | 45.88%-28.6pp | 33.69%-16.4pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,448 | $3,182-23.1% | $2,747-10.9% | $4,751-48.5% |
| Participant deferral / active EE | $5,346 | $4,682+14.2% | $3,880+37.8% | $6,710-20.3% |
| Admin fee / account holder | $6,842 | $4,244+61.2% | $3,068+123.0% | $11,403-40.0% |