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 | $33,048 | $46,869-29.5% | $122,332-73.0% | $70,131-52.9% |
| Participation rate | 71.1% | 58.2%+12.9pp | 71.6%-0.6pp | 69.5%+1.5pp |
| Annual return | 17.56% | 24.22%-6.7pp | 30.27%-12.7pp | 73.14%-55.6pp |
| Employer contribution / active EE | $805 | $1,288-37.5% | $4,050-80.1% | $2,342-65.6% |
| Participant deferral / active EE | $2,023 | $2,166-6.6% | $3,287-38.4% | $3,332-39.3% |
| Admin fee / account holder | $9,339 | $3,322+181.1% | $5,478+70.5% | $4,645+101.0% |