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 | $31,142 | $48,795-36.2% | $65,493-52.5% | $84,808-63.3% |
| Participation rate | 77.1% | 67.0%+10.1pp | 73.1%+4.0pp | 68.3%+8.8pp |
| Annual return | 18.49% | 20.20%-1.7pp | 982.45%-964.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,481 | $1,930-23.2% | $2,574-42.5% | $2,631-43.7% |
| Participant deferral / active EE | $1,945 | $2,928-33.6% | $3,961-50.9% | $4,212-53.8% |
| Admin fee / account holder | $1,136 | $3,877-70.7% | $5,028-77.4% | $7,344-84.5% |