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 | $30,887 | $86,286-64.2% | $111,297-72.2% | $85,850-64.0% |
| Participation rate | 88.4% | 73.3%+15.1pp | 77.3%+11.1pp | 69.3%+19.1pp |
| Annual return | 15.67% | 19.99%-4.3pp | 54.65%-39.0pp | 318.53%-302.9pp |
| Employer contribution / active EE | $1,154 | $2,043-43.5% | $2,731-57.7% | $2,565-55.0% |
| Participant deferral / active EE | $2,415 | $3,641-33.7% | $4,487-46.2% | $3,952-38.9% |
| Admin fee / account holder | $1,453 | $8,188-82.3% | $7,964-81.8% | $6,260-76.8% |