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 | $29,116 | $91,190-68.1% | $178,490-83.7% | $79,858-63.5% |
| Participation rate | 92.9% | 69.2%+23.7pp | 81.9%+10.9pp | 69.6%+23.2pp |
| Annual return | 10.79% | 24.19%-13.4pp | 151.07%-140.3pp | 31.71%-20.9pp |
| Employer contribution / active EE | $1,543 | $3,256-52.6% | $5,011-69.2% | $2,471-37.6% |
| Participant deferral / active EE | $3,130 | $3,236-3.3% | $5,202-39.8% | $3,740-16.3% |
| Admin fee / account holder | $1,582 | $6,751-76.6% | $13,984-88.7% | $5,306-70.2% |