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 | $33,897 | $77,899-56.5% | $149,673-77.4% | $75,163-54.9% |
| Participation rate | 95.7% | 65.6%+30.1pp | 78.8%+16.9pp | 67.2%+28.5pp |
| Annual return | 16.44% | 31.72%-15.3pp | 134.42%-118.0pp | 160.62%-144.2pp |
| Employer contribution / active EE | $806 | $3,137-74.3% | $4,818-83.3% | $2,670-69.8% |
| Participant deferral / active EE | $2,277 | $3,411-33.2% | $5,680-59.9% | $4,125-44.8% |
| Admin fee / account holder | $1,726 | $5,956-71.0% | $13,210-86.9% | $5,651-69.5% |