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 | $35,854 | $93,346-61.6% | $71,796-50.1% | $273,961-86.9% |
| Participation rate | 71.4% | 76.5%-5.1pp | 69.1%+2.3pp | 83.0%-11.6pp |
| Annual return | 10.05% | 130.39%-120.3pp | 78.04%-68.0pp | 41.45%-31.4pp |
| Employer contribution / active EE | $1,398 | $2,733-48.8% | $1,924-27.3% | $4,869-71.3% |
| Participant deferral / active EE | $1,681 | $3,475-51.6% | $2,794-39.8% | $5,287-68.2% |
| Admin fee / account holder | $2,521 | $6,571-61.6% | $4,815-47.6% | $10,132-75.1% |