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 | $36,802 | $86,286-57.3% | $111,297-66.9% | $85,850-57.1% |
| Participation rate | 81.8% | 73.3%+8.5pp | 77.3%+4.5pp | 69.3%+12.5pp |
| Annual return | 17.63% | 19.99%-2.4pp | 54.65%-37.0pp | 318.53%-300.9pp |
| Employer contribution / active EE | $723 | $2,043-64.6% | $2,731-73.5% | $2,565-71.8% |
| Participant deferral / active EE | $2,962 | $3,641-18.6% | $4,487-34.0% | $3,952-25.0% |
| Admin fee / account holder | $1,530 | $8,188-81.3% | $7,964-80.8% | $6,260-75.6% |