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 | $32,897 | $46,869-29.8% | $122,332-73.1% | $70,131-53.1% |
| Participation rate | 80.4% | 58.2%+22.2pp | 71.6%+8.8pp | 69.5%+10.9pp |
| Annual return | 17.78% | 24.22%-6.4pp | 30.27%-12.5pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,597 | $1,288+24.0% | $4,050-60.6% | $2,342-31.8% |
| Participant deferral / active EE | $2,811 | $2,166+29.7% | $3,287-14.5% | $3,332-15.6% |
| Admin fee / account holder | $16,953 | $3,322+410.3% | $5,478+209.5% | $4,645+264.9% |