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 | $30,343 | $63,764-52.4% | $81,930-63.0% | $79,858-62.0% |
| Participation rate | 94.8% | 67.5%+27.3pp | 72.0%+22.8pp | 69.6%+25.2pp |
| Annual return | 11.53% | 22.66%-11.1pp | 29.49%-18.0pp | 31.71%-20.2pp |
| Employer contribution / active EE | $983 | $1,795-45.2% | $4,310-77.2% | $2,471-60.2% |
| Participant deferral / active EE | $3,213 | $2,780+15.6% | $7,107-54.8% | $3,740-14.1% |
| Admin fee / account holder | $5,025 | $4,426+13.5% | $5,158-2.6% | $5,306-5.3% |