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 | $30,148 | $63,355-52.4% | $91,989-67.2% | $72,985-58.7% |
| Participation rate | 73.8% | 72.5%+1.3pp | 78.6%-4.8pp | 69.5%+4.3pp |
| Annual return | 24.64% | 35.35%-10.7pp | 69.02%-44.4pp | 81.00%-56.4pp |
| Employer contribution / active EE | $3,087 | $2,116+45.9% | $3,452-10.6% | $2,440+26.5% |
| Participant deferral / active EE | $5,025 | $4,883+2.9% | $5,923-15.2% | $3,607+39.3% |
| Admin fee / account holder | $4,942 | $4,668+5.9% | $7,743-36.2% | $5,124-3.5% |