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 | $34,225 | $49,915-31.4% | $154,803-77.9% | $74,304-53.9% |
| Participation rate | 79.6% | 54.0%+25.7pp | 78.1%+1.6pp | 60.3%+19.3pp |
| Annual return | 14.38% | 34.06%-19.7pp | 58.88%-44.5pp | 29.43%-15.1pp |
| Employer contribution / active EE | $2,426 | $1,611+50.6% | $4,305-43.6% | $2,241+8.3% |
| Participant deferral / active EE | $1,516 | $2,255-32.8% | $5,540-72.6% | $3,767-59.8% |
| Admin fee / account holder | $5,396 | $2,189+146.5% | $14,329-62.3% | $2,969+81.8% |