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 | $33,637 | $58,512-42.5% | $84,015-60.0% | $72,985-53.9% |
| Participation rate | 78.4% | 61.2%+17.2pp | 69.0%+9.4pp | 69.5%+8.9pp |
| Annual return | 20.35% | 28.93%-8.6pp | 71.31%-51.0pp | 81.00%-60.7pp |
| Employer contribution / active EE | $681 | $1,163-41.4% | $1,983-65.6% | $2,440-72.1% |
| Participant deferral / active EE | $3,406 | $2,394+42.3% | $3,239+5.2% | $3,607-5.6% |
| Admin fee / account holder | $2,271 | $4,569-50.3% | $6,101-62.8% | $5,124-55.7% |