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 | $33,114 | $53,516-38.1% | $126,539-73.8% | $84,808-61.0% |
| Participation rate | 92.6% | 58.2%+34.3pp | 69.8%+22.8pp | 68.3%+24.3pp |
| Annual return | 15.95% | 58.34%-42.4pp | 425.95%-410.0pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,721 | $1,535+12.1% | $3,674-53.2% | $2,631-34.6% |
| Participant deferral / active EE | $3,387 | $2,671+26.8% | $4,083-17.0% | $4,212-19.6% |
| Admin fee / account holder | $5,690 | $4,497+26.6% | $6,065-6.2% | $7,344-22.5% |