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 | $31,553 | $98,750-68.0% | $149,696-78.9% | $79,858-60.5% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.5%+2.1pp | 69.6%+15.0pp |
| Annual return | 15.52% | 27.43%-11.9pp | 276.60%-261.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $734 | $3,216-77.2% | $4,644-84.2% | $2,471-70.3% |
| Participant deferral / active EE | $6,122 | $5,680+7.8% | $6,842-10.5% | $3,740+63.7% |
| Admin fee / account holder | $1,488 | $6,053-75.4% | $9,309-84.0% | $5,306-72.0% |