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 | $32,317 | $65,409-50.6% | $98,442-67.2% | $85,850-62.4% |
| Participation rate | 74.6% | 65.0%+9.7pp | 73.3%+1.3pp | 69.3%+5.3pp |
| Annual return | 14.18% | 21.76%-7.6pp | 1492.73%-1478.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,232 | $2,168-43.2% | $2,960-58.4% | $2,565-52.0% |
| Participant deferral / active EE | $2,916 | $3,166-7.9% | $4,276-31.8% | $3,952-26.2% |
| Admin fee / account holder | $4,104 | $4,593-10.6% | $5,949-31.0% | $6,260-34.4% |