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 | $33,497 | $181,894-81.6% | $156,549-78.6% | $273,961-87.8% |
| Participation rate | 93.3% | 88.4%+4.9pp | 84.0%+9.3pp | 83.0%+10.3pp |
| Annual return | 7.30% | 30.74%-23.4pp | 32.23%-24.9pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,648 | $6,248-73.6% | $5,501-70.0% | $4,869-66.2% |
| Participant deferral / active EE | $3,441 | $5,550-38.0% | $4,871-29.3% | $5,287-34.9% |
| Admin fee / account holder | $386 | $15,559-97.5% | $13,027-97.0% | $10,132-96.2% |