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 | $37,935 | $52,279-27.4% | $89,391-57.6% | $79,858-52.5% |
| Participation rate | 76.0% | 57.5%+18.5pp | 68.0%+8.0pp | 69.6%+6.4pp |
| Annual return | 15.09% | 22.16%-7.1pp | 245.62%-230.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $509 | $1,572-67.6% | $2,586-80.3% | $2,471-79.4% |
| Participant deferral / active EE | $2,252 | $2,740-17.8% | $3,890-42.1% | $3,740-39.8% |
| Admin fee / account holder | $4,423 | $3,356+31.8% | $4,881-9.4% | $5,306-16.7% |