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 | $30,397 | $61,605-50.7% | $112,229-72.9% | $75,163-59.6% |
| Participation rate | 81.5% | 61.7%+19.8pp | 72.4%+9.1pp | 67.2%+14.3pp |
| Annual return | 17.39% | 28.47%-11.1pp | 30.20%-12.8pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,485 | $2,015-26.3% | $3,430-56.7% | $2,670-44.4% |
| Participant deferral / active EE | $1,941 | $3,108-37.6% | $4,798-59.6% | $4,125-53.0% |
| Admin fee / account holder | $3,032 | $4,862-37.6% | $7,748-60.9% | $5,651-46.3% |