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 | $36,341 | $89,753-59.5% | $107,525-66.2% | $84,808-57.1% |
| Participation rate | 74.1% | 68.1%+6.0pp | 75.1%-1.0pp | 68.3%+5.8pp |
| Annual return | 16.02% | 29.48%-13.5pp | 181.32%-165.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,443 | $3,113-53.7% | $3,754-61.6% | $2,631-45.2% |
| Participant deferral / active EE | $2,902 | $4,056-28.4% | $5,116-43.3% | $4,212-31.1% |
| Admin fee / account holder | $17,749 | $7,222+145.8% | $8,919+99.0% | $7,344+141.7% |