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 | $33,276 | $64,348-48.3% | $90,160-63.1% | $70,131-52.6% |
| Participation rate | 88.6% | 70.4%+18.2pp | 76.9%+11.7pp | 69.5%+19.1pp |
| Annual return | 16.58% | 28.13%-11.6pp | 34.88%-18.3pp | 73.14%-56.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $11,262 | $4,389+156.6% | $5,288+113.0% | $3,332+238.0% |
| Admin fee / account holder | $2,854 | $3,944-27.6% | $5,943-52.0% | $4,645-38.6% |