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 | $36,621 | $46,869-21.9% | $122,332-70.1% | $70,131-47.8% |
| Participation rate | 77.4% | 58.2%+19.2pp | 71.6%+5.7pp | 69.5%+7.8pp |
| Annual return | 19.68% | 24.22%-4.5pp | 30.27%-10.6pp | 73.14%-53.5pp |
| Employer contribution / active EE | $1,080 | $1,288-16.2% | $4,050-73.3% | $2,342-53.9% |
| Participant deferral / active EE | $2,805 | $2,166+29.5% | $3,287-14.7% | $3,332-15.8% |
| Admin fee / account holder | $779 | $3,322-76.6% | $5,478-85.8% | $4,645-83.2% |