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 | $29,605 | $48,076-38.4% | $78,689-62.4% | $62,891-52.9% |
| Participation rate | 97.7% | 65.2%+32.5pp | 73.6%+24.1pp | 69.3%+28.4pp |
| Annual return | 8.41% | 31.35%-22.9pp | 62.18%-53.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,354 | $2,015+16.8% | $2,851-17.4% | $2,281+3.2% |
| Participant deferral / active EE | $3,343 | $2,588+29.2% | $3,517-5.0% | $3,203+4.4% |
| Admin fee / account holder | $527 | $3,207-83.6% | $4,510-88.3% | $4,296-87.7% |