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 | $31,593 | $60,892-48.1% | $82,389-61.7% | $84,808-62.7% |
| Participation rate | 89.8% | 63.3%+26.6pp | 69.5%+20.3pp | 68.3%+21.5pp |
| Annual return | 17.02% | 37.29%-20.3pp | 28.67%-11.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $768 | $1,779-56.8% | $2,517-69.5% | $2,631-70.8% |
| Participant deferral / active EE | $4,174 | $3,179+31.3% | $4,155+0.5% | $4,212-0.9% |
| Admin fee / account holder | $3,086 | $5,467-43.6% | $7,231-57.3% | $7,344-58.0% |