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 | $31,169 | $84,233-63.0% | $170,442-81.7% | $70,131-55.6% |
| Participation rate | 84.8% | 70.8%+14.0pp | 83.6%+1.3pp | 69.5%+15.3pp |
| Annual return | 17.38% | 23.06%-5.7pp | 205.93%-188.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $3,150 | $3,387-7.0% | $5,433-42.0% | $2,342+34.5% |
| Participant deferral / active EE | $4,124 | $3,086+33.6% | $4,939-16.5% | $3,332+23.8% |
| Admin fee / account holder | $1,349 | $5,698-76.3% | $13,880-90.3% | $4,645-71.0% |