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 | $32,341 | $87,733-63.1% | $106,548-69.6% | $85,850-62.3% |
| Participation rate | 76.1% | 71.9%+4.2pp | 76.1%0pp | 69.3%+6.8pp |
| Annual return | 19.05% | 21.86%-2.8pp | 26.80%-7.8pp | 318.53%-299.5pp |
| Employer contribution / active EE | $866 | $2,073-58.2% | $2,819-69.3% | $2,565-66.2% |
| Participant deferral / active EE | $2,122 | $3,469-38.8% | $4,398-51.8% | $3,952-46.3% |
| Admin fee / account holder | $724 | $6,767-89.3% | $7,407-90.2% | $6,260-88.4% |