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 | $32,634 | $72,492-55.0% | $87,100-62.5% | $72,985-55.3% |
| Participation rate | 94.7% | 72.8%+21.9pp | 76.9%+17.9pp | 69.5%+25.3pp |
| Annual return | 20.61% | 24.46%-3.8pp | 28.19%-7.6pp | 81.00%-60.4pp |
| Employer contribution / active EE | $2,897 | $1,894+53.0% | $2,521+14.9% | $2,440+18.7% |
| Participant deferral / active EE | $2,379 | $3,270-27.2% | $4,049-41.2% | $3,607-34.0% |
| Admin fee / account holder | $3,173 | $5,055-37.2% | $7,497-57.7% | $5,124-38.1% |