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 | $31,882 | $81,248-60.8% | $155,509-79.5% | $80,856-60.6% |
| Participation rate | 80.6% | 66.2%+14.4pp | 78.2%+2.5pp | 67.6%+13.0pp |
| Annual return | 14.27% | 33.31%-19.0pp | 64.67%-50.4pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,994 | $3,100-35.7% | $4,672-57.3% | $2,755-27.6% |
| Participant deferral / active EE | $3,880 | $3,452+12.4% | $5,626-31.0% | $4,296-9.7% |
| Admin fee / account holder | $1,156 | $7,997-85.5% | $15,912-92.7% | $6,918-83.3% |