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 | $36,168 | $77,634-53.4% | $156,549-76.9% | $62,891-42.5% |
| Participation rate | 86.2% | 71.2%+15.0pp | 84.0%+2.2pp | 69.3%+16.9pp |
| Annual return | 7.56% | 50.32%-42.8pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,689 | $3,444-21.9% | $5,501-51.1% | $2,281+17.9% |
| Participant deferral / active EE | $2,186 | $3,045-28.2% | $4,871-55.1% | $3,203-31.7% |
| Admin fee / account holder | $808 | $5,561-85.5% | $13,027-93.8% | $4,296-81.2% |