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 | $29,050 | $98,750-70.6% | $149,696-80.6% | $79,858-63.6% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.5%+14.4pp | 69.6%+27.2pp |
| Annual return | 13.96% | 27.43%-13.5pp | 276.60%-262.6pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,656 | $3,216-17.4% | $4,644-42.8% | $2,471+7.5% |
| Participant deferral / active EE | $3,206 | $5,680-43.6% | $6,842-53.1% | $3,740-14.3% |
| Admin fee / account holder | $3,120 | $6,053-48.5% | $9,309-66.5% | $5,306-41.2% |