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 | $30,690 | $81,248-62.2% | $155,509-80.3% | $80,856-62.0% |
| Participation rate | 98.0% | 66.2%+31.7pp | 78.2%+19.8pp | 67.6%+30.3pp |
| Annual return | 15.20% | 33.31%-18.1pp | 64.67%-49.5pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,200 | $3,100-29.0% | $4,672-52.9% | $2,755-20.1% |
| Participant deferral / active EE | $3,187 | $3,452-7.7% | $5,626-43.3% | $4,296-25.8% |
| Admin fee / account holder | $4,572 | $7,997-42.8% | $15,912-71.3% | $6,918-33.9% |