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 | $27,941 | $109,881-74.6% | $150,045-81.4% | $84,808-67.1% |
| Participation rate | 89.5% | 76.1%+13.4pp | 82.3%+7.2pp | 68.3%+21.2pp |
| Annual return | 16.91% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,038 | $3,561-42.8% | $4,693-56.6% | $2,631-22.5% |
| Participant deferral / active EE | $3,849 | $6,636-42.0% | $7,997-51.9% | $4,212-8.6% |
| Admin fee / account holder | $6,026 | $8,568-29.7% | $13,435-55.1% | $7,344-17.9% |