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 | $34,150 | $46,553-26.6% | $64,056-46.7% | $75,163-54.6% |
| Participation rate | 78.6% | 65.9%+12.6pp | 72.3%+6.3pp | 67.2%+11.4pp |
| Annual return | 12.36% | 26.03%-13.7pp | 33.69%-21.3pp | 160.62%-148.3pp |
| Employer contribution / active EE | $2,040 | $1,974+3.3% | $2,747-25.7% | $2,670-23.6% |
| Participant deferral / active EE | $3,501 | $2,837+23.4% | $3,880-9.8% | $4,125-15.1% |
| Admin fee / account holder | $1,271 | $2,952-56.9% | $3,068-58.6% | $5,651-77.5% |