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 6-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 | $33,723 | $80,673-58.2% | $101,326-66.7% | $84,808-60.2% |
| Participation rate | 80.0% | 77.8%+2.2pp | 81.5%-1.5pp | 68.3%+11.7pp |
| Annual return | 37.55% | 38.95%-1.4pp | 36.82%+0.7pp | 40.90%-3.4pp |
| Employer contribution / active EE | $2,148 | $2,698-20.4% | $3,665-41.4% | $2,631-18.4% |
| Participant deferral / active EE | $9,659 | $6,840+41.2% | $7,994+20.8% | $4,212+129.3% |
| Admin fee / account holder | $3,923 | $12,784-69.3% | $11,185-64.9% | $7,344-46.6% |