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 | $32,237 | $54,762-41.1% | $90,281-64.3% | $72,985-55.8% |
| Participation rate | 81.6% | 65.1%+16.4pp | 73.3%+8.3pp | 69.5%+12.1pp |
| Annual return | 23.55% | 30.63%-7.1pp | 78.10%-54.5pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,818 | $2,092-13.1% | $2,854-36.3% | $2,440-25.5% |
| Participant deferral / active EE | $3,216 | $2,887+11.4% | $3,885-17.2% | $3,607-10.9% |
| Admin fee / account holder | $1,374 | $3,972-65.4% | $5,351-74.3% | $5,124-73.2% |