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 | $34,759 | $77,314-55.0% | $177,989-80.5% | $80,856-57.0% |
| Participation rate | 80.3% | 65.7%+14.6pp | 77.1%+3.2pp | 67.6%+12.7pp |
| Annual return | 10.78% | 18.09%-7.3pp | 294.48%-283.7pp | 35.59%-24.8pp |
| Employer contribution / active EE | $827 | $2,292-63.9% | $3,949-79.0% | $2,755-70.0% |
| Participant deferral / active EE | $2,924 | $4,411-33.7% | $6,276-53.4% | $4,296-31.9% |
| Admin fee / account holder | $2,689 | $7,191-62.6% | $10,363-74.1% | $6,918-61.1% |