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 | $29,243 | $53,822-45.7% | $75,696-61.4% | $85,850-65.9% |
| Participation rate | 71.4% | 69.1%+2.4pp | 74.8%-3.4pp | 69.3%+2.1pp |
| Annual return | 21.44% | 24.54%-3.1pp | 104.53%-83.1pp | 318.53%-297.1pp |
| Employer contribution / active EE | $1,437 | $2,017-28.7% | $2,743-47.6% | $2,565-44.0% |
| Participant deferral / active EE | $1,776 | $2,895-38.7% | $3,821-53.5% | $3,952-55.1% |
| Admin fee / account holder | $1,145 | $3,343-65.7% | $3,619-68.4% | $6,260-81.7% |