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 | $35,627 | $56,199-36.6% | $67,652-47.3% | $59,632-40.3% |
| Participation rate | 79.8% | 71.5%+8.3pp | 75.7%+4.1pp | 68.7%+11.1pp |
| Annual return | 0.68% | 18505.31%-18504.6pp | 6625.04%-6624.4pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $2,142 | $1,614+32.6% | $2,266-5.5% | $2,203-2.8% |
| Participant deferral / active EE | $2,727 | $2,844-4.1% | $3,560-23.4% | $3,192-14.6% |
| Admin fee / account holder | $496 | $3,958-87.5% | $4,821-89.7% | $4,297-88.5% |