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 3-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 | $33,430 | $89,753-62.8% | $107,525-68.9% | $84,808-60.6% |
| Participation rate | 75.9% | 68.1%+7.8pp | 75.1%+0.8pp | 68.3%+7.6pp |
| Annual return | 22.77% | 29.48%-6.7pp | 181.32%-158.5pp | 40.90%-18.1pp |
| Employer contribution / active EE | $2,387 | $3,113-23.3% | $3,754-36.4% | $2,631-9.3% |
| Participant deferral / active EE | $5,416 | $4,056+33.5% | $5,116+5.9% | $4,212+28.6% |
| Admin fee / account holder | $734 | $7,222-89.8% | $8,919-91.8% | $7,344-90.0% |