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 | $35,668 | $53,516-33.3% | $126,539-71.8% | $84,808-57.9% |
| Participation rate | 71.4% | 58.2%+13.2pp | 69.8%+1.6pp | 68.3%+3.1pp |
| Annual return | 18.42% | 58.34%-39.9pp | 425.95%-407.5pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,317 | $1,535-14.2% | $3,674-64.1% | $2,631-49.9% |
| Participant deferral / active EE | $3,901 | $2,671+46.1% | $4,083-4.4% | $4,212-7.4% |
| Admin fee / account holder | $4,564 | $4,497+1.5% | $6,065-24.7% | $7,344-37.9% |