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 | $30,093 | $65,041-53.7% | $90,951-66.9% | $79,858-62.3% |
| Participation rate | 82.5% | 61.6%+20.8pp | 69.0%+13.4pp | 69.6%+12.8pp |
| Annual return | 11.89% | 30.45%-18.6pp | 134.60%-122.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $343 | $1,247-72.5% | $2,122-83.8% | $2,471-86.1% |
| Participant deferral / active EE | $2,393 | $2,512-4.7% | $3,373-29.1% | $3,740-36.0% |
| Admin fee / account holder | $9,836 | $4,536+116.8% | $5,959+65.1% | $5,306+85.4% |