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 | $33,029 | $76,552-56.9% | $123,892-73.3% | $62,891-47.5% |
| Participation rate | 94.8% | 73.0%+21.8pp | 81.4%+13.4pp | 69.3%+25.5pp |
| Annual return | 8.58% | 18.68%-10.1pp | 47.52%-38.9pp | 20.14%-11.6pp |
| Employer contribution / active EE | $2,990 | $2,883+3.7% | $4,617-35.2% | $2,281+31.1% |
| Participant deferral / active EE | $8,818 | $4,840+82.2% | $5,984+47.4% | $3,203+175.3% |
| Admin fee / account holder | $3,604 | $4,826-25.3% | $8,357-56.9% | $4,296-16.1% |