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 | $37,028 | $52,380-29.3% | $98,755-62.5% | $85,850-56.9% |
| Participation rate | 73.0% | 58.0%+15.0pp | 65.7%+7.2pp | 69.3%+3.7pp |
| Annual return | 14.37% | 25.82%-11.5pp | 49.91%-35.5pp | 318.53%-304.2pp |
| Employer contribution / active EE | $2,649 | $1,337+98.0% | $2,067+28.1% | $2,565+3.3% |
| Participant deferral / active EE | $4,016 | $2,101+91.1% | $3,035+32.3% | $3,952+1.6% |
| Admin fee / account holder | $2,613 | $3,865-32.4% | $4,076-35.9% | $6,260-58.3% |