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 | $30,119 | $65,041-53.7% | $90,951-66.9% | $79,858-62.3% |
| Participation rate | 75.6% | 61.6%+13.9pp | 69.0%+6.5pp | 69.6%+5.9pp |
| Annual return | 18.97% | 30.45%-11.5pp | 134.60%-115.6pp | 31.71%-12.7pp |
| Employer contribution / active EE | $1,805 | $1,247+44.7% | $2,122-15.0% | $2,471-27.0% |
| Participant deferral / active EE | $3,382 | $2,512+34.7% | $3,373+0.3% | $3,740-9.6% |
| Admin fee / account holder | $703 | $4,536-84.5% | $5,959-88.2% | $5,306-86.8% |