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 | $34,894 | $80,968-56.9% | $96,544-63.9% | $75,163-53.6% |
| Participation rate | 90.0% | 71.8%+18.2pp | 76.0%+14.0pp | 67.2%+22.8pp |
| Annual return | 32.96% | 27.06%+5.9pp | 25.84%+7.1pp | 160.62%-127.7pp |
| Employer contribution / active EE | $1,182 | $2,282-48.2% | $2,965-60.1% | $2,670-55.7% |
| Participant deferral / active EE | $2,595 | $3,928-33.9% | $4,851-46.5% | $4,125-37.1% |
| Admin fee / account holder | $16,101 | $6,724+139.5% | $8,252+95.1% | $5,651+184.9% |