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 | $39,459 | $67,606-41.6% | $82,313-52.1% | $70,131-43.7% |
| Participation rate | 91.2% | 72.8%+18.4pp | 76.9%+14.3pp | 69.5%+21.6pp |
| Annual return | 13.46% | 21.57%-8.1pp | 25.88%-12.4pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,192 | $1,755-32.1% | $2,428-50.9% | $2,342-49.1% |
| Participant deferral / active EE | $1,670 | $2,987-44.1% | $3,706-54.9% | $3,332-49.9% |
| Admin fee / account holder | $2,309 | $4,512-48.8% | $5,608-58.8% | $4,645-50.3% |