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 | $33,048 | $77,660-57.4% | $109,143-69.7% | $79,386-58.4% |
| Participation rate | 79.1% | 67.8%+11.3pp | 75.9%+3.2pp | 70.7%+8.4pp |
| Annual return | 14.04% | 23.44%-9.4pp | 25.75%-11.7pp | 116.85%-102.8pp |
| Employer contribution / active EE | $1,952 | $2,797-30.2% | $3,722-47.6% | $2,427-19.6% |
| Participant deferral / active EE | $3,081 | $3,518-12.4% | $4,653-33.8% | $4,046-23.9% |
| Admin fee / account holder | $3,275 | $732+347.2% | $6,752-51.5% | $626+422.7% |