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 | $34,520 | $89,355-61.4% | $141,162-75.5% | $72,985-52.7% |
| Participation rate | 95.7% | 75.1%+20.5pp | 82.5%+13.2pp | 69.5%+26.2pp |
| Annual return | 27.61% | 111.85%-84.2pp | 71.39%-43.8pp | 81.00%-53.4pp |
| Employer contribution / active EE | $2,481 | $3,114-20.3% | $4,735-47.6% | $2,440+1.7% |
| Participant deferral / active EE | $5,243 | $5,418-3.2% | $6,709-21.8% | $3,607+45.3% |
| Admin fee / account holder | $1,445 | $5,958-75.7% | $10,261-85.9% | $5,124-71.8% |