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 | $30,385 | $58,512-48.1% | $84,015-63.8% | $72,985-58.4% |
| Participation rate | 87.5% | 61.2%+26.3pp | 69.0%+18.5pp | 69.5%+18.0pp |
| Annual return | 17.76% | 28.93%-11.2pp | 71.31%-53.6pp | 81.00%-63.2pp |
| Employer contribution / active EE | $1,761 | $1,163+51.4% | $1,983-11.2% | $2,440-27.8% |
| Participant deferral / active EE | $3,908 | $2,394+63.3% | $3,239+20.7% | $3,607+8.3% |
| Admin fee / account holder | $1,692 | $4,569-63.0% | $6,101-72.3% | $5,124-67.0% |