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 | $33,892 | $72,277-53.1% | $101,248-66.5% | $79,858-57.6% |
| Participation rate | 82.4% | 68.5%+14.0pp | 75.8%+6.6pp | 69.6%+12.8pp |
| Annual return | 18.64% | 22.30%-3.7pp | 46.47%-27.8pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,271 | $2,692-52.8% | $3,660-65.3% | $2,471-48.5% |
| Participant deferral / active EE | $2,582 | $3,282-21.3% | $4,370-40.9% | $3,740-31.0% |
| Admin fee / account holder | $564 | $4,400-87.2% | $5,945-90.5% | $5,306-89.4% |