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 | $38,376 | $72,277-46.9% | $101,248-62.1% | $79,858-51.9% |
| Participation rate | 92.0% | 68.5%+23.5pp | 75.8%+16.2pp | 69.6%+22.4pp |
| Annual return | 19.20% | 22.30%-3.1pp | 46.47%-27.3pp | 31.71%-12.5pp |
| Employer contribution / active EE | $2,136 | $2,692-20.6% | $3,660-41.6% | $2,471-13.5% |
| Participant deferral / active EE | $4,027 | $3,282+22.7% | $4,370-7.9% | $3,740+7.7% |
| Admin fee / account holder | $2,645 | $4,400-39.9% | $5,945-55.5% | $5,306-50.2% |