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 | $31,156 | $80,968-61.5% | $96,544-67.7% | $75,163-58.5% |
| Participation rate | 94.3% | 71.8%+22.6pp | 76.0%+18.4pp | 67.2%+27.1pp |
| Annual return | 19.28% | 27.06%-7.8pp | 25.84%-6.6pp | 160.62%-141.3pp |
| Employer contribution / active EE | $1,794 | $2,282-21.4% | $2,965-39.5% | $2,670-32.8% |
| Participant deferral / active EE | $4,378 | $3,928+11.5% | $4,851-9.7% | $4,125+6.1% |
| Admin fee / account holder | $1,709 | $6,724-74.6% | $8,252-79.3% | $5,651-69.8% |