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 | $33,859 | $117,983-71.3% | $101,794-66.7% | $142,382-76.2% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.2%+3.5pp | 80.1%-7.4pp |
| Annual return | 14.52% | 36.92%-22.4pp | 30.53%-16.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $937 | $2,773-66.2% | $2,289-59.1% | $4,299-78.2% |
| Participant deferral / active EE | $2,355 | $4,714-50.0% | $4,084-42.3% | $6,507-63.8% |
| Admin fee / account holder | $1,955 | $10,433-81.3% | $8,777-77.7% | $12,624-84.5% |