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 7-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 | $32,074 | $68,547-53.2% | $120,354-73.4% | $80,856-60.3% |
| Participation rate | 89.1% | 61.6%+27.5pp | 71.9%+17.2pp | 67.6%+21.5pp |
| Annual return | 13.80% | 23.60%-9.8pp | 107.15%-93.3pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,622 | $2,051+27.8% | $3,463-24.3% | $2,755-4.8% |
| Participant deferral / active EE | $4,131 | $3,173+30.2% | $4,991-17.2% | $4,296-3.8% |
| Admin fee / account holder | $3,064 | $5,732-46.5% | $9,423-67.5% | $6,918-55.7% |