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 | $34,650 | $153,311-77.4% | $109,313-68.3% | $273,961-87.4% |
| Participation rate | 81.0% | 80.1%+0.9pp | 71.3%+9.7pp | 83.0%-2.1pp |
| Annual return | 5.54% | 29.86%-24.3pp | 22.07%-16.5pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,627 | $5,619-71.0% | $3,892-58.2% | $4,869-66.6% |
| Participant deferral / active EE | $2,150 | $3,932-45.3% | $3,166-32.1% | $5,287-59.3% |
| Admin fee / account holder | $14,093 | $8,076+74.5% | $5,666+148.7% | $10,132+39.1% |