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 | $24,874 | $89,753-72.3% | $107,525-76.9% | $84,808-70.7% |
| Participation rate | 81.4% | 68.1%+13.4pp | 75.1%+6.4pp | 68.3%+13.1pp |
| Annual return | 16.55% | 29.48%-12.9pp | 181.32%-164.8pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,546 | $3,113+13.9% | $3,754-5.5% | $2,631+34.8% |
| Participant deferral / active EE | $2,872 | $4,056-29.2% | $5,116-43.8% | $4,212-31.8% |
| Admin fee / account holder | $3,085 | $7,222-57.3% | $8,919-65.4% | $7,344-58.0% |