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 | $36,998 | $45,035-17.8% | $62,995-41.3% | $70,131-47.2% |
| Participation rate | 81.5% | 69.5%+12.0pp | 74.8%+6.7pp | 69.5%+11.9pp |
| Annual return | 11.35% | 18.76%-7.4pp | 87.57%-76.2pp | 73.14%-61.8pp |
| Employer contribution / active EE | $3,028 | $2,051+47.6% | $2,759+9.7% | $2,342+29.3% |
| Participant deferral / active EE | $2,439 | $2,465-1.1% | $3,329-26.8% | $3,332-26.8% |
| Admin fee / account holder | $1,844 | $2,834-35.0% | $3,600-48.8% | $4,645-60.3% |