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 | $33,136 | $64,348-48.5% | $90,160-63.2% | $70,131-52.8% |
| Participation rate | 97.4% | 70.4%+26.9pp | 76.9%+20.5pp | 69.5%+27.8pp |
| Annual return | 22.51% | 28.13%-5.6pp | 34.88%-12.4pp | 73.14%-50.6pp |
| Employer contribution / active EE | $2,310 | $2,046+12.9% | $3,318-30.4% | $2,342-1.4% |
| Participant deferral / active EE | $5,865 | $4,389+33.6% | $5,288+10.9% | $3,332+76.0% |
| Admin fee / account holder | $385 | $3,944-90.2% | $5,943-93.5% | $4,645-91.7% |