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 | $32,513 | $99,341-67.3% | $84,750-61.6% | $273,961-88.1% |
| Participation rate | 72.2% | 80.7%-8.5pp | 76.6%-4.4pp | 83.0%-10.8pp |
| Annual return | 7.83% | 22.93%-15.1pp | 22.78%-15.0pp | 41.45%-33.6pp |
| Employer contribution / active EE | $2,105 | $4,214-50.0% | $3,574-41.1% | $4,869-56.8% |
| Participant deferral / active EE | $3,975 | $4,269-6.9% | $3,712+7.1% | $5,287-24.8% |
| Admin fee / account holder | $2,574 | $6,644-61.3% | $5,332-51.7% | $10,132-74.6% |