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 | $30,759 | $68,547-55.1% | $120,354-74.4% | $80,856-62.0% |
| Participation rate | 76.4% | 61.6%+14.8pp | 71.9%+4.5pp | 67.6%+8.7pp |
| Annual return | 14.16% | 23.60%-9.4pp | 107.15%-93.0pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,937 | $2,051-5.6% | $3,463-44.0% | $2,755-29.7% |
| Participant deferral / active EE | $3,717 | $3,173+17.1% | $4,991-25.5% | $4,296-13.5% |
| Admin fee / account holder | $5,049 | $5,732-11.9% | $9,423-46.4% | $6,918-27.0% |