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 | $35,639 | $77,899-54.2% | $149,673-76.2% | $75,163-52.6% |
| Participation rate | 86.8% | 65.6%+21.3pp | 78.8%+8.1pp | 67.2%+19.7pp |
| Annual return | 13.96% | 31.72%-17.8pp | 134.42%-120.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $2,933 | $3,137-6.5% | $4,818-39.1% | $2,670+9.9% |
| Participant deferral / active EE | $2,895 | $3,411-15.1% | $5,680-49.0% | $4,125-29.8% |
| Admin fee / account holder | $6,582 | $5,956+10.5% | $13,210-50.2% | $5,651+16.5% |