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 | $38,134 | $90,503-57.9% | $78,689-51.5% | $273,961-86.1% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 9.03% | 75.60%-66.6pp | 62.18%-53.1pp | 41.45%-32.4pp |
| Employer contribution / active EE | $1,222 | $3,176-61.5% | $2,851-57.1% | $4,869-74.9% |
| Participant deferral / active EE | $3,307 | $3,901-15.2% | $3,517-6.0% | $5,287-37.5% |
| Admin fee / account holder | $7,246 | $5,263+37.7% | $4,510+60.7% | $10,132-28.5% |