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 | $24,345 | $60,349-59.7% | $74,183-67.2% | $62,891-61.3% |
| Participation rate | 92.6% | 72.7%+19.9pp | 76.6%+16.0pp | 69.3%+23.3pp |
| Annual return | 10.00% | 21.37%-11.4pp | 17.74%-7.7pp | 20.14%-10.1pp |
| Employer contribution / active EE | $1,356 | $1,680-19.3% | $2,370-42.8% | $2,281-40.6% |
| Participant deferral / active EE | $2,077 | $2,856-27.3% | $3,550-41.5% | $3,203-35.2% |
| Admin fee / account holder | $9,556 | $4,261+124.3% | $5,586+71.1% | $4,296+122.5% |