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 | $34,689 | $55,415-37.4% | $155,509-77.7% | $74,495-53.4% |
| Participation rate | 72.9% | 61.9%+11.0pp | 78.2%-5.3pp | 67.2%+5.7pp |
| Annual return | 13.36% | 268.50%-255.1pp | 64.67%-51.3pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,537 | $2,267-32.2% | $4,672-67.1% | $2,623-41.4% |
| Participant deferral / active EE | $2,793 | $2,836-1.5% | $5,626-50.4% | $4,346-35.7% |
| Admin fee / account holder | $2,908 | $1,738+67.3% | $15,912-81.7% | $1,942+49.8% |