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 | $38,658 | $77,899-50.4% | $149,673-74.2% | $75,163-48.6% |
| Participation rate | 77.9% | 65.6%+12.3pp | 78.8%-0.8pp | 67.2%+10.7pp |
| Annual return | 14.03% | 31.72%-17.7pp | 134.42%-120.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,509 | $3,137-51.9% | $4,818-68.7% | $2,670-43.5% |
| Participant deferral / active EE | $1,959 | $3,411-42.6% | $5,680-65.5% | $4,125-52.5% |
| Admin fee / account holder | $2,779 | $5,956-53.3% | $13,210-79.0% | $5,651-50.8% |