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 | $34,171 | $81,248-57.9% | $155,509-78.0% | $80,856-57.7% |
| Participation rate | 82.1% | 66.2%+15.9pp | 78.2%+4.0pp | 67.6%+14.5pp |
| Annual return | 15.33% | 33.31%-18.0pp | 64.67%-49.3pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,522 | $3,100-18.6% | $4,672-46.0% | $2,755-8.4% |
| Participant deferral / active EE | $4,299 | $3,452+24.5% | $5,626-23.6% | $4,296+0.1% |
| Admin fee / account holder | $1,166 | $7,997-85.4% | $15,912-92.7% | $6,918-83.2% |