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 | $36,206 | $81,248-55.4% | $155,509-76.7% | $80,856-55.2% |
| Participation rate | 80.5% | 66.2%+14.3pp | 78.2%+2.3pp | 67.6%+12.8pp |
| Annual return | 12.27% | 33.31%-21.0pp | 64.67%-52.4pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,459 | $3,100-52.9% | $4,672-68.8% | $2,755-47.0% |
| Participant deferral / active EE | $1,861 | $3,452-46.1% | $5,626-66.9% | $4,296-56.7% |
| Admin fee / account holder | $5,591 | $7,997-30.1% | $15,912-64.9% | $6,918-19.2% |