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 | $32,890 | $71,050-53.7% | $93,606-64.9% | $80,856-59.3% |
| Participation rate | 89.4% | 60.4%+29.0pp | 68.7%+20.7pp | 67.6%+21.8pp |
| Annual return | 11.06% | 11.26%-0.2pp | 133.20%-122.1pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,463 | $1,564-6.4% | $2,420-39.5% | $2,755-46.9% |
| Participant deferral / active EE | $1,506 | $4,034-62.7% | $4,411-65.9% | $4,296-64.9% |
| Admin fee / account holder | $9,181 | $6,945+32.2% | $8,285+10.8% | $6,918+32.7% |