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 | $39,465 | $54,762-27.9% | $90,281-56.3% | $72,985-45.9% |
| Participation rate | 87.9% | 65.1%+22.7pp | 73.3%+14.6pp | 69.5%+18.4pp |
| Annual return | 20.61% | 30.63%-10.0pp | 78.10%-57.5pp | 81.00%-60.4pp |
| Employer contribution / active EE | $4,552 | $2,092+117.6% | $2,854+59.5% | $2,440+86.6% |
| Participant deferral / active EE | $2,451 | $2,887-15.1% | $3,885-36.9% | $3,607-32.1% |
| Admin fee / account holder | $4,219 | $3,972+6.2% | $5,351-21.2% | $5,124-17.7% |