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 | $37,185 | $86,929-57.2% | $102,423-63.7% | $80,856-54.0% |
| Participation rate | 81.8% | 72.4%+9.4pp | 76.5%+5.3pp | 67.6%+14.2pp |
| Annual return | 11.98% | 18.88%-6.9pp | 29.32%-17.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,841 | $2,369+19.9% | $3,023-6.0% | $2,755+3.1% |
| Participant deferral / active EE | $6,094 | $4,118+48.0% | $5,053+20.6% | $4,296+41.9% |
| Admin fee / account holder | $1,025 | $8,049-87.3% | $9,451-89.2% | $6,918-85.2% |