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 | $38,856 | $78,422-50.5% | $95,952-59.5% | $79,858-51.3% |
| Participation rate | 83.1% | 73.5%+9.6pp | 77.1%+6.0pp | 69.6%+13.4pp |
| Annual return | 23.97% | 19.37%+4.6pp | 91.61%-67.6pp | 31.71%-7.7pp |
| Employer contribution / active EE | $1,146 | $1,945-41.1% | $2,541-54.9% | $2,471-53.6% |
| Participant deferral / active EE | $2,696 | $3,440-21.6% | $4,167-35.3% | $3,740-27.9% |
| Admin fee / account holder | $14,025 | $5,622+149.5% | $6,795+106.4% | $5,306+164.3% |