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 | $33,362 | $118,849-71.9% | $96,562-65.4% | $167,490-80.1% |
| Participation rate | 70.0% | 75.5%-5.5pp | 69.8%+0.2pp | 82.1%-12.1pp |
| Annual return | 14.51% | 50.49%-36.0pp | 37.78%-23.3pp | 478.56%-464.1pp |
| Employer contribution / active EE | $1,895 | $3,120-39.3% | $2,356-19.6% | $4,837-60.8% |
| Participant deferral / active EE | $3,680 | $4,616-20.3% | $3,849-4.4% | $6,341-42.0% |
| Admin fee / account holder | $618 | $8,065-92.3% | $6,181-90.0% | $12,309-95.0% |