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 | $39,181 | $91,190-57.0% | $178,490-78.0% | $79,858-50.9% |
| Participation rate | 88.1% | 69.2%+18.9pp | 81.9%+6.2pp | 69.6%+18.5pp |
| Annual return | 16.57% | 24.19%-7.6pp | 151.07%-134.5pp | 31.71%-15.1pp |
| Employer contribution / active EE | $1,574 | $3,256-51.7% | $5,011-68.6% | $2,471-36.3% |
| Participant deferral / active EE | $2,867 | $3,236-11.4% | $5,202-44.9% | $3,740-23.4% |
| Admin fee / account holder | $2,182 | $6,751-67.7% | $13,984-84.4% | $5,306-58.9% |