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 | $34,541 | $68,719-49.7% | $91,541-62.3% | $84,808-59.3% |
| Participation rate | 88.0% | 64.5%+23.5pp | 69.8%+18.2pp | 68.3%+19.7pp |
| Annual return | 15.56% | 19.12%-3.6pp | 20.50%-4.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,628 | $1,920-15.2% | $2,505-35.0% | $2,631-38.1% |
| Participant deferral / active EE | $3,794 | $3,136+21.0% | $4,008-5.3% | $4,212-9.9% |
| Admin fee / account holder | $1,984 | $5,786-65.7% | $6,956-71.5% | $7,344-73.0% |