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 | $34,043 | $67,606-49.6% | $82,313-58.6% | $70,131-51.5% |
| Participation rate | 97.1% | 72.8%+24.4pp | 76.9%+20.2pp | 69.5%+27.6pp |
| Annual return | 13.91% | 21.57%-7.7pp | 25.88%-12.0pp | 73.14%-59.2pp |
| Employer contribution / active EE | $2,363 | $1,755+34.6% | $2,428-2.7% | $2,342+0.9% |
| Participant deferral / active EE | $2,197 | $2,987-26.4% | $3,706-40.7% | $3,332-34.1% |
| Admin fee / account holder | $3,317 | $4,512-26.5% | $5,608-40.8% | $4,645-28.6% |