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 | $35,196 | $65,041-45.9% | $90,951-61.3% | $79,858-55.9% |
| Participation rate | 86.7% | 61.6%+25.1pp | 69.0%+17.7pp | 69.6%+17.0pp |
| Annual return | 16.44% | 30.45%-14.0pp | 134.60%-118.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,956 | $1,247+56.8% | $2,122-7.8% | $2,471-20.8% |
| Participant deferral / active EE | $3,105 | $2,512+23.6% | $3,373-8.0% | $3,740-17.0% |
| Admin fee / account holder | $1,028 | $4,536-77.3% | $5,959-82.7% | $5,306-80.6% |