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 | $33,935 | $98,750-65.6% | $149,696-77.3% | $79,858-57.5% |
| Participation rate | 89.2% | 75.8%+13.4pp | 82.5%+6.7pp | 69.6%+19.6pp |
| Annual return | 24.84% | 27.43%-2.6pp | 276.60%-251.8pp | 31.71%-6.9pp |
| Employer contribution / active EE | $2,074 | $3,216-35.5% | $4,644-55.4% | $2,471-16.1% |
| Participant deferral / active EE | $5,523 | $5,680-2.8% | $6,842-19.3% | $3,740+47.7% |
| Admin fee / account holder | $1,350 | $6,053-77.7% | $9,309-85.5% | $5,306-74.6% |