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 | $31,936 | $94,625-66.2% | $116,228-72.5% | $84,808-62.3% |
| Participation rate | 78.1% | 70.4%+7.7pp | 74.6%+3.6pp | 68.3%+9.8pp |
| Annual return | 14.50% | 20.40%-5.9pp | 90.06%-75.6pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,759 | $2,347-25.0% | $2,994-41.3% | $2,631-33.1% |
| Participant deferral / active EE | $1,879 | $3,972-52.7% | $4,953-62.1% | $4,212-55.4% |
| Admin fee / account holder | $1,654 | $10,091-83.6% | $11,989-86.2% | $7,344-77.5% |