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 | $36,421 | $85,202-57.3% | $172,739-78.9% | $72,985-50.1% |
| Participation rate | 80.8% | 70.1%+10.7pp | 82.6%-1.9pp | 69.5%+11.3pp |
| Annual return | 21.75% | 27.32%-5.6pp | 802.84%-781.1pp | 81.00%-59.2pp |
| Employer contribution / active EE | $1,279 | $3,324-61.5% | $5,143-75.1% | $2,440-47.6% |
| Participant deferral / active EE | $3,196 | $3,260-2.0% | $5,198-38.5% | $3,607-11.4% |
| Admin fee / account holder | $3,265 | $5,884-44.5% | $13,954-76.6% | $5,124-36.3% |