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 | $38,653 | $80,717-52.1% | $154,803-75.0% | $84,808-54.4% |
| Participation rate | 90.2% | 66.8%+23.4pp | 78.1%+12.2pp | 68.3%+21.9pp |
| Annual return | 15.23% | 37.96%-22.7pp | 58.88%-43.7pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,325 | $2,761-15.8% | $4,305-46.0% | $2,631-11.6% |
| Participant deferral / active EE | $1,953 | $3,303-40.9% | $5,540-64.8% | $4,212-53.6% |
| Admin fee / account holder | $5,454 | $6,746-19.1% | $14,329-61.9% | $7,344-25.7% |