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 | $34,221 | $181,894-81.2% | $156,549-78.1% | $273,961-87.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.79% | 30.74%-26.0pp | 32.23%-27.4pp | 41.45%-36.7pp |
| Employer contribution / active EE | $3,841 | $6,248-38.5% | $5,501-30.2% | $4,869-21.1% |
| Participant deferral / active EE | $7,434 | $5,550+33.9% | $4,871+52.6% | $5,287+40.6% |
| Admin fee / account holder | $1,569 | $15,559-89.9% | $13,027-88.0% | $10,132-84.5% |