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 | $34,742 | $110,809-68.6% | $86,874-60.0% | $167,490-79.3% |
| Participation rate | 83.3% | 75.8%+7.5pp | 71.6%+11.7pp | 82.1%+1.2pp |
| Annual return | 13.68% | 116.98%-103.3pp | 63.52%-49.8pp | 478.56%-464.9pp |
| Employer contribution / active EE | $2,080 | $3,244-35.9% | $2,495-16.7% | $4,837-57.0% |
| Participant deferral / active EE | $4,288 | $4,546-5.7% | $3,699+15.9% | $6,341-32.4% |
| Admin fee / account holder | $1,735 | $8,415-79.4% | $5,828-70.2% | $12,309-85.9% |