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 | $33,741 | $49,227-31.5% | $70,449-52.1% | $79,858-57.7% |
| Participation rate | 96.3% | 69.2%+27.1pp | 75.1%+21.2pp | 69.6%+26.7pp |
| Annual return | 19.84% | 30.06%-10.2pp | 109.03%-89.2pp | 31.71%-11.9pp |
| Employer contribution / active EE | $2,787 | $2,099+32.8% | $2,737+1.8% | $2,471+12.8% |
| Participant deferral / active EE | $4,404 | $2,768+59.1% | $3,709+18.8% | $3,740+17.8% |
| Admin fee / account holder | $797 | $2,878-72.3% | $3,845-79.3% | $5,306-85.0% |