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 | $35,193 | $78,422-55.1% | $95,952-63.3% | $79,858-55.9% |
| Participation rate | 94.7% | 73.5%+21.3pp | 77.1%+17.7pp | 69.6%+25.1pp |
| Annual return | 12.80% | 19.37%-6.6pp | 91.61%-78.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,233 | $1,945-36.6% | $2,541-51.5% | $2,471-50.1% |
| Participant deferral / active EE | $3,567 | $3,440+3.7% | $4,167-14.4% | $3,740-4.6% |
| Admin fee / account holder | $13,746 | $5,622+144.5% | $6,795+102.3% | $5,306+159.1% |