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 | $34,485 | $67,606-49.0% | $82,313-58.1% | $70,131-50.8% |
| Participation rate | 84.4% | 72.8%+11.6pp | 76.9%+7.5pp | 69.5%+14.8pp |
| Annual return | 16.45% | 21.57%-5.1pp | 25.88%-9.4pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,510 | $1,755-14.0% | $2,428-37.8% | $2,342-35.5% |
| Participant deferral / active EE | $2,950 | $2,987-1.2% | $3,706-20.4% | $3,332-11.4% |
| Admin fee / account holder | $1,067 | $4,512-76.4% | $5,608-81.0% | $4,645-77.0% |