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 6-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 | $33,886 | $81,248-58.3% | $155,509-78.2% | $80,856-58.1% |
| Participation rate | 93.0% | 66.2%+26.8pp | 78.2%+14.8pp | 67.6%+25.4pp |
| Annual return | 16.06% | 33.31%-17.3pp | 64.67%-48.6pp | 35.59%-19.5pp |
| Employer contribution / active EE | $1,176 | $3,100-62.1% | $4,672-74.8% | $2,755-57.3% |
| Participant deferral / active EE | $9,358 | $3,452+171.1% | $5,626+66.3% | $4,296+117.8% |
| Admin fee / account holder | $2,006 | $7,997-74.9% | $15,912-87.4% | $6,918-71.0% |