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 | $33,752 | $49,915-32.4% | $154,803-78.2% | $74,304-54.6% |
| Participation rate | 79.1% | 54.0%+25.1pp | 78.1%+1.0pp | 60.3%+18.7pp |
| Annual return | 24.27% | 34.06%-9.8pp | 58.88%-34.6pp | 29.43%-5.2pp |
| Employer contribution / active EE | $273 | $1,611-83.0% | $4,305-93.6% | $2,241-87.8% |
| Participant deferral / active EE | $4,234 | $2,255+87.8% | $5,540-23.6% | $3,767+12.4% |
| Admin fee / account holder | $1,171 | $2,189-46.5% | $14,329-91.8% | $2,969-60.6% |