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 | $33,647 | $91,190-63.1% | $178,490-81.1% | $79,858-57.9% |
| Participation rate | 79.4% | 69.2%+10.2pp | 81.9%-2.5pp | 69.6%+9.8pp |
| Annual return | 15.54% | 24.19%-8.6pp | 151.07%-135.5pp | 31.71%-16.2pp |
| Employer contribution / active EE | $2,073 | $3,256-36.3% | $5,011-58.6% | $2,471-16.1% |
| Participant deferral / active EE | $1,994 | $3,236-38.4% | $5,202-61.7% | $3,740-46.7% |
| Admin fee / account holder | $2,844 | $6,751-57.9% | $13,984-79.7% | $5,306-46.4% |