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 | $34,798 | $81,248-57.2% | $155,509-77.6% | $80,856-57.0% |
| Participation rate | 87.5% | 66.2%+21.3pp | 78.2%+9.3pp | 67.6%+19.9pp |
| Annual return | 14.70% | 33.31%-18.6pp | 64.67%-50.0pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,595 | $3,100-16.3% | $4,672-44.5% | $2,755-5.8% |
| Participant deferral / active EE | $2,387 | $3,452-30.8% | $5,626-57.6% | $4,296-44.4% |
| Admin fee / account holder | $3,948 | $7,997-50.6% | $15,912-75.2% | $6,918-42.9% |