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 | $31,005 | $80,717-61.6% | $154,803-80.0% | $84,808-63.4% |
| Participation rate | 93.3% | 66.8%+26.5pp | 78.1%+15.3pp | 68.3%+25.0pp |
| Annual return | 15.90% | 37.96%-22.1pp | 58.88%-43.0pp | 40.90%-25.0pp |
| Employer contribution / active EE | $5,205 | $2,761+88.5% | $4,305+20.9% | $2,631+97.8% |
| Participant deferral / active EE | $2,056 | $3,303-37.8% | $5,540-62.9% | $4,212-51.2% |
| Admin fee / account holder | $1,200 | $6,746-82.2% | $14,329-91.6% | $7,344-83.7% |