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 | $33,416 | $48,230-30.7% | $67,502-50.5% | $80,856-58.7% |
| Participation rate | 71.4% | 66.4%+5.1pp | 72.9%-1.4pp | 67.6%+3.8pp |
| Annual return | 14.46% | 18.28%-3.8pp | 3512.12%-3497.7pp | 35.59%-21.1pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,365 | $2,924+15.1% | $4,000-15.9% | $4,296-21.7% |
| Admin fee / account holder | $2,088 | $3,681-43.3% | $3,998-47.8% | $6,918-69.8% |