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 | $32,966 | $53,516-38.4% | $126,539-73.9% | $84,808-61.1% |
| Participation rate | 73.1% | 58.2%+14.8pp | 69.8%+3.3pp | 68.3%+4.8pp |
| Annual return | 17.35% | 58.34%-41.0pp | 425.95%-408.6pp | 40.90%-23.5pp |
| Employer contribution / active EE | $908 | $1,535-40.8% | $3,674-75.3% | $2,631-65.5% |
| Participant deferral / active EE | $2,404 | $2,671-10.0% | $4,083-41.1% | $4,212-42.9% |
| Admin fee / account holder | $351 | $4,497-92.2% | $6,065-94.2% | $7,344-95.2% |