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 | $34,135 | $42,546-19.8% | $71,796-52.5% | $55,167-38.1% |
| Participation rate | 72.1% | 59.1%+13.0pp | 69.1%+3.0pp | 69.0%+3.1pp |
| Annual return | 12.20% | 12.36%-0.2pp | 78.04%-65.8pp | 169.23%-157.0pp |
| Employer contribution / active EE | $479 | $803-40.3% | $1,924-75.1% | $1,963-75.6% |
| Participant deferral / active EE | $2,846 | $2,064+37.9% | $2,794+1.8% | $3,054-6.8% |
| Admin fee / account holder | $2,392 | $650+268.2% | $4,815-50.3% | $504+374.7% |