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 | $33,050 | $53,018-37.7% | $70,014-52.8% | $62,891-47.4% |
| Participation rate | 77.1% | 67.2%+9.9pp | 71.8%+5.3pp | 69.3%+7.8pp |
| Annual return | 10.08% | 13.35%-3.3pp | 12.99%-2.9pp | 20.14%-10.1pp |
| Employer contribution / active EE | $1,532 | $1,799-14.8% | $2,338-34.5% | $2,281-32.8% |
| Participant deferral / active EE | $3,139 | $2,395+31.1% | $2,931+7.1% | $3,203-2.0% |
| Admin fee / account holder | $3,847 | $3,690+4.3% | $4,380-12.2% | $4,296-10.4% |