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 | $37,706 | $79,944-52.8% | $98,439-61.7% | $75,163-49.8% |
| Participation rate | 96.9% | 70.4%+26.5pp | 75.2%+21.7pp | 67.2%+29.7pp |
| Annual return | 19.37% | 19.75%-0.4pp | 21.16%-1.8pp | 160.62%-141.2pp |
| Employer contribution / active EE | $2,557 | $2,264+12.9% | $3,048-16.1% | $2,670-4.2% |
| Participant deferral / active EE | $8,377 | $3,752+123.3% | $4,738+76.8% | $4,125+103.1% |
| Admin fee / account holder | $2,611 | $6,840-61.8% | $8,948-70.8% | $5,651-53.8% |