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 | $34,272 | $81,208-57.8% | $98,907-65.3% | $79,858-57.1% |
| Participation rate | 86.0% | 72.5%+13.5pp | 76.0%+10.0pp | 69.6%+16.4pp |
| Annual return | 12.33% | 60.99%-48.7pp | 196.43%-184.1pp | 31.71%-19.4pp |
| Employer contribution / active EE | $429 | $1,960-78.1% | $2,689-84.0% | $2,471-82.6% |
| Participant deferral / active EE | $3,388 | $3,265+3.8% | $4,244-20.2% | $3,740-9.4% |
| Admin fee / account holder | $3,090 | $6,013-48.6% | $6,642-53.5% | $5,306-41.8% |