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 | $34,817 | $117,983-70.5% | $101,794-65.8% | $142,382-75.5% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 13.04% | 36.92%-23.9pp | 30.53%-17.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,345 | $2,773-51.5% | $2,289-41.2% | $4,299-68.7% |
| Participant deferral / active EE | $2,513 | $4,714-46.7% | $4,084-38.5% | $6,507-61.4% |
| Admin fee / account holder | $4,621 | $10,433-55.7% | $8,777-47.3% | $12,624-63.4% |