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 | $36,632 | $60,124-39.1% | $90,404-59.5% | $79,858-54.1% |
| Participation rate | 73.8% | 65.0%+8.9pp | 72.7%+1.2pp | 69.6%+4.2pp |
| Annual return | 14.54% | 71.94%-57.4pp | 1293.02%-1278.5pp | 31.71%-17.2pp |
| Employer contribution / active EE | $545 | $2,068-73.7% | $3,262-83.3% | $2,471-78.0% |
| Participant deferral / active EE | $1,696 | $2,938-42.3% | $3,963-57.2% | $3,740-54.6% |
| Admin fee / account holder | $3,656 | $3,976-8.1% | $5,611-34.8% | $5,306-31.1% |