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 | $32,189 | $72,177-55.4% | $115,037-72.0% | $59,632-46.0% |
| Participation rate | 88.6% | 72.6%+16.1pp | 81.4%+7.3pp | 68.7%+20.0pp |
| Annual return | 17.19% | 12.02%+5.2pp | 26.14%-9.0pp | 2041.28%-2024.1pp |
| Employer contribution / active EE | $3,281 | $2,841+15.5% | $4,608-28.8% | $2,203+49.0% |
| Participant deferral / active EE | $6,245 | $4,783+30.6% | $6,026+3.6% | $3,192+95.7% |
| Admin fee / account holder | $2,389 | $4,927-51.5% | $8,175-70.8% | $4,297-44.4% |