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 | $34,305 | $78,422-56.3% | $95,952-64.2% | $79,858-57.0% |
| Participation rate | 95.7% | 73.5%+22.2pp | 77.1%+18.6pp | 69.6%+26.0pp |
| Annual return | 11.51% | 19.37%-7.9pp | 91.61%-80.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $578 | $1,945-70.3% | $2,541-77.3% | $2,471-76.6% |
| Participant deferral / active EE | $3,975 | $3,440+15.5% | $4,167-4.6% | $3,740+6.3% |
| Admin fee / account holder | $7,440 | $5,622+32.3% | $6,795+9.5% | $5,306+40.2% |