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 | $29,617 | $64,839-54.3% | $95,585-69.0% | $84,808-65.1% |
| Participation rate | 92.9% | 63.8%+29.0pp | 72.1%+20.8pp | 68.3%+24.5pp |
| Annual return | 18.24% | -670.96%+689.2pp | 38.56%-20.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,800 | $1,759+2.4% | $2,527-28.7% | $2,631-31.6% |
| Participant deferral / active EE | $2,649 | $2,965-10.6% | $4,023-34.1% | $4,212-37.1% |
| Admin fee / account holder | $1,978 | $5,964-66.8% | $6,127-67.7% | $7,344-73.1% |