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 | $34,739 | $210,408-83.5% | $153,485-77.4% | $145,922-76.2% |
| Participation rate | 85.7% | 82.1%+3.6pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 12.10% | 13.37%-1.3pp | 15.65%-3.6pp | 561.29%-549.2pp |
| Employer contribution / active EE | $4,717 | $6,048-22.0% | $5,039-6.4% | $4,660+1.2% |
| Participant deferral / active EE | $7,716 | $7,975-3.2% | $6,757+14.2% | $6,688+15.4% |
| Admin fee / account holder | $15,823 | $19,419-18.5% | $12,724+24.4% | $13,397+18.1% |