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 | $32,369 | $80,717-59.9% | $154,803-79.1% | $84,808-61.8% |
| Participation rate | 81.7% | 66.8%+14.9pp | 78.1%+3.7pp | 68.3%+13.4pp |
| Annual return | 13.70% | 37.96%-24.3pp | 58.88%-45.2pp | 40.90%-27.2pp |
| Employer contribution / active EE | $422 | $2,761-84.7% | $4,305-90.2% | $2,631-83.9% |
| Participant deferral / active EE | $2,638 | $3,303-20.1% | $5,540-52.4% | $4,212-37.4% |
| Admin fee / account holder | $5,234 | $6,746-22.4% | $14,329-63.5% | $7,344-28.7% |