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 | $31,767 | $80,717-60.6% | $154,803-79.5% | $84,808-62.5% |
| Participation rate | 81.4% | 66.8%+14.5pp | 78.1%+3.3pp | 68.3%+13.0pp |
| Annual return | 17.03% | 37.96%-20.9pp | 58.88%-41.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,320 | $2,761-52.2% | $4,305-69.3% | $2,631-49.8% |
| Participant deferral / active EE | $2,385 | $3,303-27.8% | $5,540-57.0% | $4,212-43.4% |
| Admin fee / account holder | $2,490 | $6,746-63.1% | $14,329-82.6% | $7,344-66.1% |