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 | $37,448 | $72,277-48.2% | $101,248-63.0% | $79,858-53.1% |
| Participation rate | 89.7% | 68.5%+21.2pp | 75.8%+13.8pp | 69.6%+20.0pp |
| Annual return | 13.87% | 22.30%-8.4pp | 46.47%-32.6pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,511 | $2,692-43.8% | $3,660-58.7% | $2,471-38.8% |
| Participant deferral / active EE | $1,988 | $3,282-39.4% | $4,370-54.5% | $3,740-46.9% |
| Admin fee / account holder | $832 | $4,400-81.1% | $5,945-86.0% | $5,306-84.3% |