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 | $34,666 | $45,035-23.0% | $62,995-45.0% | $70,131-50.6% |
| Participation rate | 88.8% | 69.5%+19.2pp | 74.8%+13.9pp | 69.5%+19.2pp |
| Annual return | 11.28% | 18.76%-7.5pp | 87.57%-76.3pp | 73.14%-61.9pp |
| Employer contribution / active EE | $1,745 | $2,051-14.9% | $2,759-36.7% | $2,342-25.5% |
| Participant deferral / active EE | $1,295 | $2,465-47.4% | $3,329-61.1% | $3,332-61.1% |
| Admin fee / account holder | $1,447 | $2,834-48.9% | $3,600-59.8% | $4,645-68.8% |