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 | $35,092 | $153,311-77.1% | $109,313-67.9% | $273,961-87.2% |
| Participation rate | 90.5% | 80.1%+10.4pp | 71.3%+19.2pp | 83.0%+7.5pp |
| Annual return | 5.23% | 29.86%-24.6pp | 22.07%-16.8pp | 41.45%-36.2pp |
| Employer contribution / active EE | $2,281 | $5,619-59.4% | $3,892-41.4% | $4,869-53.1% |
| Participant deferral / active EE | $2,162 | $3,932-45.0% | $3,166-31.7% | $5,287-59.1% |
| Admin fee / account holder | $2,121 | $8,076-73.7% | $5,666-62.6% | $10,132-79.1% |