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 | $34,895 | $77,503-55.0% | $100,391-65.2% | $80,856-56.8% |
| Participation rate | 96.9% | 76.9%+19.9pp | 81.5%+15.4pp | 67.6%+29.2pp |
| Annual return | 12.93% | 37.20%-24.3pp | 49.20%-36.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,681 | $2,801-40.0% | $3,942-57.3% | $2,755-39.0% |
| Participant deferral / active EE | $3,330 | $6,820-51.2% | $8,082-58.8% | $4,296-22.5% |
| Admin fee / account holder | $1,681 | $5,897-71.5% | $7,899-78.7% | $6,918-75.7% |