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 | $30,013 | $109,881-72.7% | $150,045-80.0% | $84,808-64.6% |
| Participation rate | 86.3% | 76.1%+10.2pp | 82.3%+4.0pp | 68.3%+18.0pp |
| Annual return | 15.55% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,340 | $3,561-62.4% | $4,693-71.4% | $2,631-49.1% |
| Participant deferral / active EE | $2,793 | $6,636-57.9% | $7,997-65.1% | $4,212-33.7% |
| Admin fee / account holder | $2,349 | $8,568-72.6% | $13,435-82.5% | $7,344-68.0% |