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 | $35,930 | $48,795-26.4% | $65,493-45.1% | $84,808-57.6% |
| Participation rate | 83.0% | 67.0%+16.0pp | 73.1%+9.9pp | 68.3%+14.7pp |
| Annual return | 13.73% | 20.20%-6.5pp | 982.45%-968.7pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,036 | $1,930-46.3% | $2,574-59.8% | $2,631-60.6% |
| Participant deferral / active EE | $2,314 | $2,928-21.0% | $3,961-41.6% | $4,212-45.0% |
| Admin fee / account holder | $3,273 | $3,877-15.6% | $5,028-34.9% | $7,344-55.4% |