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 | $34,020 | $89,753-62.1% | $107,525-68.4% | $84,808-59.9% |
| Participation rate | 90.7% | 68.1%+22.6pp | 75.1%+15.6pp | 68.3%+22.4pp |
| Annual return | 18.74% | 29.48%-10.7pp | 181.32%-162.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,307 | $3,113-25.9% | $3,754-38.5% | $2,631-12.3% |
| Participant deferral / active EE | $3,761 | $4,056-7.3% | $5,116-26.5% | $4,212-10.7% |
| Admin fee / account holder | $1,494 | $7,222-79.3% | $8,919-83.2% | $7,344-79.7% |