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 | $29,932 | $65,395-54.2% | $182,532-83.6% | $72,985-59.0% |
| Participation rate | 85.9% | 65.4%+20.4pp | 78.0%+7.9pp | 69.5%+16.4pp |
| Annual return | 21.88% | 27.68%-5.8pp | 148.54%-126.7pp | 81.00%-59.1pp |
| Employer contribution / active EE | $1,311 | $1,911-31.4% | $4,076-67.8% | $2,440-46.2% |
| Participant deferral / active EE | $3,602 | $3,563+1.1% | $5,524-34.8% | $3,607-0.1% |
| Admin fee / account holder | $2,534 | $4,245-40.3% | $8,592-70.5% | $5,124-50.6% |