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 | $32,833 | $78,422-58.1% | $95,952-65.8% | $79,858-58.9% |
| Participation rate | 94.7% | 73.5%+21.2pp | 77.1%+17.6pp | 69.6%+25.0pp |
| Annual return | 20.26% | 19.37%+0.9pp | 91.61%-71.4pp | 31.71%-11.5pp |
| Employer contribution / active EE | $1,570 | $1,945-19.3% | $2,541-38.2% | $2,471-36.5% |
| Participant deferral / active EE | $2,776 | $3,440-19.3% | $4,167-33.4% | $3,740-25.8% |
| Admin fee / account holder | $3,285 | $5,622-41.6% | $6,795-51.7% | $5,306-38.1% |