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 | $33,631 | $86,929-61.3% | $102,423-67.2% | $80,856-58.4% |
| Participation rate | 89.6% | 72.4%+17.2pp | 76.5%+13.1pp | 67.6%+21.9pp |
| Annual return | 12.83% | 18.88%-6.1pp | 29.32%-16.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,132 | $2,369-52.2% | $3,023-62.6% | $2,755-58.9% |
| Participant deferral / active EE | $2,128 | $4,118-48.3% | $5,053-57.9% | $4,296-50.5% |
| Admin fee / account holder | $10,726 | $8,049+33.3% | $9,451+13.5% | $6,918+55.1% |