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 | $34,292 | $87,841-61.0% | $133,980-74.4% | $62,891-45.5% |
| Participation rate | 93.5% | 83.4%+10.1pp | 87.1%+6.4pp | 69.3%+24.2pp |
| Annual return | 9.70% | 12.05%-2.4pp | 29.30%-19.6pp | 20.14%-10.4pp |
| Employer contribution / active EE | $2,280 | $3,483-34.5% | $5,211-56.2% | $2,2810% |
| Participant deferral / active EE | $5,637 | $4,812+17.1% | $6,282-10.3% | $3,203+76.0% |
| Admin fee / account holder | $2,515 | $5,371-53.2% | $9,324-73.0% | $4,296-41.5% |