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 | $31,920 | $59,839-46.7% | $81,983-61.1% | $79,858-60.0% |
| Participation rate | 96.9% | 61.6%+35.3pp | 69.2%+27.6pp | 69.6%+27.2pp |
| Annual return | 12.94% | 17.56%-4.6pp | 41.31%-28.4pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,031 | $1,713-39.9% | $2,498-58.7% | $2,471-58.3% |
| Participant deferral / active EE | $3,455 | $2,695+28.2% | $3,722-7.2% | $3,740-7.6% |
| Admin fee / account holder | $14,484 | $4,287+237.8% | $5,664+155.7% | $5,306+173.0% |