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 | $38,526 | $67,606-43.0% | $82,313-53.2% | $70,131-45.1% |
| Participation rate | 95.8% | 72.8%+23.1pp | 76.9%+18.9pp | 69.5%+26.3pp |
| Annual return | 18.43% | 21.57%-3.1pp | 25.88%-7.4pp | 73.14%-54.7pp |
| Employer contribution / active EE | $3,108 | $1,755+77.1% | $2,428+28.0% | $2,342+32.7% |
| Participant deferral / active EE | $7,459 | $2,987+149.7% | $3,706+101.3% | $3,332+123.9% |
| Admin fee / account holder | $10,576 | $4,512+134.4% | $5,608+88.6% | $4,645+127.7% |