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 | $32,479 | $53,127-38.9% | $86,590-62.5% | $70,131-53.7% |
| Participation rate | 93.2% | 65.3%+27.9pp | 73.5%+19.7pp | 69.5%+23.7pp |
| Annual return | 21.32% | 27.66%-6.3pp | 964.84%-943.5pp | 73.14%-51.8pp |
| Employer contribution / active EE | $1,453 | $2,068-29.7% | $2,839-48.8% | $2,342-38.0% |
| Participant deferral / active EE | $2,536 | $2,696-5.9% | $3,609-29.7% | $3,332-23.9% |
| Admin fee / account holder | $3,454 | $3,585-3.7% | $4,906-29.6% | $4,645-25.7% |