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 | $33,862 | $45,035-24.8% | $62,995-46.2% | $70,131-51.7% |
| Participation rate | 87.5% | 69.5%+18.0pp | 74.8%+12.7pp | 69.5%+18.0pp |
| Annual return | 23.95% | 18.76%+5.2pp | 87.57%-63.6pp | 73.14%-49.2pp |
| Employer contribution / active EE | $1,743 | $2,051-15.0% | $2,759-36.8% | $2,342-25.6% |
| Participant deferral / active EE | $4,062 | $2,465+64.8% | $3,329+22.0% | $3,332+21.9% |
| Admin fee / account holder | $1,175 | $2,834-58.5% | $3,600-67.4% | $4,645-74.7% |