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 | $39,356 | $52,279-24.7% | $89,391-56.0% | $79,858-50.7% |
| Participation rate | 81.3% | 57.5%+23.7pp | 68.0%+13.3pp | 69.6%+11.6pp |
| Annual return | 18.15% | 22.16%-4.0pp | 245.62%-227.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $1,901 | $1,572+20.9% | $2,586-26.5% | $2,471-23.1% |
| Participant deferral / active EE | $3,105 | $2,740+13.3% | $3,890-20.2% | $3,740-17.0% |
| Admin fee / account holder | $3,358 | $3,356+0.1% | $4,881-31.2% | $5,306-36.7% |