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 | $33,342 | $78,422-57.5% | $95,952-65.3% | $79,858-58.2% |
| Participation rate | 79.1% | 73.5%+5.6pp | 77.1%+2.0pp | 69.6%+9.4pp |
| Annual return | 12.39% | 19.37%-7.0pp | 91.61%-79.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,532 | $1,945-21.2% | $2,541-39.7% | $2,471-38.0% |
| Participant deferral / active EE | $2,326 | $3,440-32.4% | $4,167-44.2% | $3,740-37.8% |
| Admin fee / account holder | $3,203 | $5,622-43.0% | $6,795-52.9% | $5,306-39.6% |