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 | $31,260 | $100,923-69.0% | $150,045-79.2% | $74,304-57.9% |
| Participation rate | 74.4% | 70.1%+4.3pp | 82.3%-8.0pp | 60.3%+14.0pp |
| Annual return | 29.28% | 51.77%-22.5pp | 62.55%-33.3pp | 29.43%-0.2pp |
| Employer contribution / active EE | $2,285 | $3,463-34.0% | $4,693-51.3% | $2,241+1.9% |
| Participant deferral / active EE | $5,240 | $6,709-21.9% | $7,997-34.5% | $3,767+39.1% |
| Admin fee / account holder | $2,731 | $2,767-1.3% | $13,435-79.7% | $2,969-8.0% |