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 | $39,258 | $94,625-58.5% | $116,228-66.2% | $84,808-53.7% |
| Participation rate | 83.7% | 70.4%+13.2pp | 74.6%+9.1pp | 68.3%+15.4pp |
| Annual return | 24.11% | 20.40%+3.7pp | 90.06%-65.9pp | 40.90%-16.8pp |
| Employer contribution / active EE | $922 | $2,347-60.7% | $2,994-69.2% | $2,631-65.0% |
| Participant deferral / active EE | $2,827 | $3,972-28.8% | $4,953-42.9% | $4,212-32.9% |
| Admin fee / account holder | $2,582 | $10,091-74.4% | $11,989-78.5% | $7,344-64.8% |