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 | $33,355 | $72,492-54.0% | $87,100-61.7% | $72,985-54.3% |
| Participation rate | 97.4% | 72.8%+24.6pp | 76.9%+20.5pp | 69.5%+27.9pp |
| Annual return | 20.83% | 24.46%-3.6pp | 28.19%-7.4pp | 81.00%-60.2pp |
| Employer contribution / active EE | $2,256 | $1,894+19.1% | $2,521-10.5% | $2,440-7.5% |
| Participant deferral / active EE | $2,797 | $3,270-14.5% | $4,049-30.9% | $3,607-22.5% |
| Admin fee / account holder | $653 | $5,055-87.1% | $7,497-91.3% | $5,124-87.2% |