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 | $36,015 | $84,233-57.2% | $170,442-78.9% | $70,131-48.6% |
| Participation rate | 96.0% | 70.8%+25.2pp | 83.6%+12.4pp | 69.5%+26.5pp |
| Annual return | 13.62% | 23.06%-9.4pp | 205.93%-192.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $2,166 | $3,387-36.1% | $5,433-60.1% | $2,342-7.5% |
| Participant deferral / active EE | $2,358 | $3,086-23.6% | $4,939-52.3% | $3,332-29.2% |
| Admin fee / account holder | $1,828 | $5,698-67.9% | $13,880-86.8% | $4,645-60.7% |