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 | $31,098 | $65,365-52.4% | $92,893-66.5% | $72,985-57.4% |
| Participation rate | 77.3% | 68.3%+9.0pp | 76.0%+1.3pp | 69.5%+7.8pp |
| Annual return | 23.35% | 42.10%-18.8pp | 109.41%-86.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $845 | $2,594-67.4% | $3,653-76.9% | $2,440-65.4% |
| Participant deferral / active EE | $2,616 | $3,128-16.4% | $4,236-38.2% | $3,607-27.5% |
| Admin fee / account holder | $2,349 | $4,251-44.7% | $5,794-59.5% | $5,124-54.2% |