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 | $34,791 | $106,515-67.3% | $96,683-64.0% | $139,434-75.0% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 16.67% | 38.43%-21.8pp | 35.69%-19.0pp | 372.94%-356.3pp |
| Employer contribution / active EE | $2,080 | $4,103-49.3% | $3,737-44.3% | $4,751-56.2% |
| Participant deferral / active EE | $5,378 | $5,454-1.4% | $4,878+10.2% | $6,710-19.9% |
| Admin fee / account holder | $2,370 | $7,877-69.9% | $6,730-64.8% | $11,403-79.2% |