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 | $30,846 | $76,367-59.6% | $93,606-67.0% | $72,985-57.7% |
| Participation rate | 79.4% | 71.7%+7.6pp | 75.8%+3.5pp | 69.5%+9.9pp |
| Annual return | 19.28% | 25.82%-6.5pp | 32.76%-13.5pp | 81.00%-61.7pp |
| Employer contribution / active EE | $752 | $2,275-67.0% | $2,718-72.3% | $2,440-69.2% |
| Participant deferral / active EE | $1,757 | $3,538-50.3% | $4,069-56.8% | $3,607-51.3% |
| Admin fee / account holder | $9,716 | $6,838+42.1% | $7,888+23.2% | $5,124+89.6% |