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 | $34,270 | $45,035-23.9% | $62,995-45.6% | $70,131-51.1% |
| Participation rate | 73.6% | 69.5%+4.1pp | 74.8%-1.2pp | 69.5%+4.0pp |
| Annual return | 16.31% | 18.76%-2.4pp | 87.57%-71.3pp | 73.14%-56.8pp |
| Employer contribution / active EE | $3,257 | $2,051+58.8% | $2,759+18.0% | $2,342+39.0% |
| Participant deferral / active EE | $998 | $2,465-59.5% | $3,329-70.0% | $3,332-70.0% |
| Admin fee / account holder | $1,727 | $2,834-39.1% | $3,600-52.0% | $4,645-62.8% |