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 3-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 | $33,478 | $81,460-58.9% | $103,333-67.6% | $80,856-58.6% |
| Participation rate | 81.5% | 66.8%+14.6pp | 74.5%+7.0pp | 67.6%+13.8pp |
| Annual return | 14.07% | 25.55%-11.5pp | 24.88%-10.8pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,190 | $3,105-29.5% | $3,868-43.4% | $2,755-20.5% |
| Participant deferral / active EE | $6,113 | $3,869+58.0% | $5,057+20.9% | $4,296+42.3% |
| Admin fee / account holder | $1,572 | $6,566-76.1% | $8,355-81.2% | $6,918-77.3% |