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 | $34,007 | $77,899-56.3% | $149,673-77.3% | $75,163-54.8% |
| Participation rate | 78.8% | 65.6%+13.2pp | 78.8%0pp | 67.2%+11.6pp |
| Annual return | 15.33% | 31.72%-16.4pp | 134.42%-119.1pp | 160.62%-145.3pp |
| Employer contribution / active EE | $850 | $3,137-72.9% | $4,818-82.4% | $2,670-68.2% |
| Participant deferral / active EE | $1,436 | $3,411-57.9% | $5,680-74.7% | $4,125-65.2% |
| Admin fee / account holder | $1,055 | $5,956-82.3% | $13,210-92.0% | $5,651-81.3% |