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 | $38,626 | $89,753-57.0% | $107,525-64.1% | $84,808-54.5% |
| Participation rate | 73.3% | 68.1%+5.3pp | 75.1%-1.7pp | 68.3%+5.0pp |
| Annual return | 16.85% | 29.48%-12.6pp | 181.32%-164.5pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,537 | $3,113-18.5% | $3,754-32.4% | $2,631-3.6% |
| Participant deferral / active EE | $2,047 | $4,056-49.5% | $5,116-60.0% | $4,212-51.4% |
| Admin fee / account holder | $1,967 | $7,222-72.8% | $8,919-77.9% | $7,344-73.2% |