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 | $33,236 | $142,405-76.7% | $115,157-71.1% | $152,861-78.3% |
| Participation rate | 95.0% | 82.4%+12.6pp | 75.9%+19.1pp | 82.4%+12.6pp |
| Annual return | 19.59% | 41.48%-21.9pp | 35.60%-16.0pp | 345.32%-325.7pp |
| Employer contribution / active EE | $3,776 | $4,010-5.8% | $3,179+18.8% | $4,762-20.7% |
| Participant deferral / active EE | $5,720 | $5,164+10.8% | $4,168+37.2% | $5,850-2.2% |
| Admin fee / account holder | $12,113 | $8,462+43.1% | $7,088+70.9% | $11,596+4.5% |