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 | $36,855 | $86,929-57.6% | $102,423-64.0% | $80,856-54.4% |
| Participation rate | 80.8% | 72.4%+8.4pp | 76.5%+4.3pp | 67.6%+13.1pp |
| Annual return | 14.87% | 18.88%-4.0pp | 29.32%-14.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $3,321 | $2,369+40.2% | $3,023+9.8% | $2,755+20.6% |
| Participant deferral / active EE | $6,850 | $4,118+66.3% | $5,053+35.6% | $4,296+59.5% |
| Admin fee / account holder | $1,817 | $8,049-77.4% | $9,451-80.8% | $6,918-73.7% |