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 | $34,898 | $72,277-51.7% | $101,248-65.5% | $79,858-56.3% |
| Participation rate | 90.6% | 68.5%+22.2pp | 75.8%+14.8pp | 69.6%+21.0pp |
| Annual return | 11.54% | 22.30%-10.8pp | 46.47%-34.9pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,830 | $2,692-32.0% | $3,660-50.0% | $2,471-26.0% |
| Participant deferral / active EE | $4,342 | $3,282+32.3% | $4,370-0.7% | $3,740+16.1% |
| Admin fee / account holder | $2,618 | $4,400-40.5% | $5,945-56.0% | $5,306-50.7% |