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 | $30,119 | $60,892-50.5% | $82,389-63.4% | $84,808-64.5% |
| Participation rate | 88.9% | 63.3%+25.6pp | 69.5%+19.3pp | 68.3%+20.6pp |
| Annual return | 14.53% | 37.29%-22.8pp | 28.67%-14.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $942 | $1,779-47.1% | $2,517-62.6% | $2,631-64.2% |
| Participant deferral / active EE | $1,750 | $3,179-44.9% | $4,155-57.9% | $4,212-58.4% |
| Admin fee / account holder | $1,963 | $5,467-64.1% | $7,231-72.8% | $7,344-73.3% |