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 | $33,464 | $64,348-48.0% | $90,160-62.9% | $70,131-52.3% |
| Participation rate | 88.5% | 70.4%+18.0pp | 76.9%+11.6pp | 69.5%+18.9pp |
| Annual return | 22.34% | 28.13%-5.8pp | 34.88%-12.5pp | 73.14%-50.8pp |
| Employer contribution / active EE | $3,758 | $2,046+83.7% | $3,318+13.3% | $2,342+60.4% |
| Participant deferral / active EE | $6,139 | $4,389+39.9% | $5,288+16.1% | $3,332+84.3% |
| Admin fee / account holder | $3,295 | $3,944-16.5% | $5,943-44.6% | $4,645-29.1% |