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 | $34,030 | $81,248-58.1% | $155,509-78.1% | $80,856-57.9% |
| Participation rate | 80.6% | 66.2%+14.4pp | 78.2%+2.4pp | 67.6%+13.0pp |
| Annual return | 13.49% | 33.31%-19.8pp | 64.67%-51.2pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,120 | $3,100-31.6% | $4,672-54.6% | $2,755-23.0% |
| Participant deferral / active EE | $3,106 | $3,452-10.0% | $5,626-44.8% | $4,296-27.7% |
| Admin fee / account holder | $497 | $7,997-93.8% | $15,912-96.9% | $6,918-92.8% |