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 | $36,898 | $68,719-46.3% | $91,541-59.7% | $84,808-56.5% |
| Participation rate | 89.4% | 64.5%+24.9pp | 69.8%+19.6pp | 68.3%+21.1pp |
| Annual return | 17.99% | 19.12%-1.1pp | 20.50%-2.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,691 | $1,920-11.9% | $2,505-32.5% | $2,631-35.7% |
| Participant deferral / active EE | $3,275 | $3,136+4.5% | $4,008-18.3% | $4,212-22.2% |
| Admin fee / account holder | $2,888 | $5,786-50.1% | $6,956-58.5% | $7,344-60.7% |