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 | $33,234 | $72,277-54.0% | $101,248-67.2% | $79,858-58.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 18.66% | 22.30%-3.6pp | 46.47%-27.8pp | 31.71%-13.1pp |
| Employer contribution / active EE | $3,553 | $2,692+32.0% | $3,660-2.9% | $2,471+43.8% |
| Participant deferral / active EE | $6,732 | $3,282+105.2% | $4,370+54.1% | $3,740+80.0% |
| Admin fee / account holder | $2,328 | $4,400-47.1% | $5,945-60.9% | $5,306-56.1% |