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 | $35,588 | $48,046-25.9% | $84,611-57.9% | $72,985-51.2% |
| Participation rate | 94.1% | 57.6%+36.5pp | 68.2%+25.9pp | 69.5%+24.6pp |
| Annual return | 17.96% | 37.38%-19.4pp | 258.74%-240.8pp | 81.00%-63.0pp |
| Employer contribution / active EE | $2,697 | $1,602+68.4% | $2,652+1.7% | $2,440+10.5% |
| Participant deferral / active EE | $3,469 | $2,680+29.4% | $3,899-11.0% | $3,607-3.8% |
| Admin fee / account holder | $764 | $3,395-77.5% | $4,912-84.5% | $5,124-85.1% |