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 | $33,358 | $78,672-57.6% | $109,143-69.4% | $85,850-61.1% |
| Participation rate | 92.0% | 68.3%+23.7pp | 75.9%+16.1pp | 69.3%+22.7pp |
| Annual return | 13.28% | 25.09%-11.8pp | 25.75%-12.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $1,496 | $2,735-45.3% | $3,722-59.8% | $2,565-41.7% |
| Participant deferral / active EE | $6,029 | $3,467+73.9% | $4,653+29.6% | $3,952+52.6% |
| Admin fee / account holder | $5,713 | $5,469+4.5% | $6,752-15.4% | $6,260-8.7% |