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 | $31,814 | $73,933-57.0% | $96,683-67.1% | $75,163-57.7% |
| Participation rate | 88.6% | 66.4%+22.2pp | 74.3%+14.3pp | 67.2%+21.4pp |
| Annual return | 21.59% | 26.70%-5.1pp | 35.69%-14.1pp | 160.62%-139.0pp |
| Employer contribution / active EE | $2,511 | $2,928-14.2% | $3,737-32.8% | $2,670-5.9% |
| Participant deferral / active EE | $4,104 | $3,659+12.2% | $4,878-15.9% | $4,125-0.5% |
| Admin fee / account holder | $1,939 | $5,216-62.8% | $6,730-71.2% | $5,651-65.7% |