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 | $40,363 | $80,717-50.0% | $154,803-73.9% | $84,808-52.4% |
| Participation rate | 70.6% | 66.8%+3.8pp | 78.1%-7.5pp | 68.3%+2.3pp |
| Annual return | 13.89% | 37.96%-24.1pp | 58.88%-45.0pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,171 | $2,761-57.6% | $4,305-72.8% | $2,631-55.5% |
| Participant deferral / active EE | $2,454 | $3,303-25.7% | $5,540-55.7% | $4,212-41.7% |
| Admin fee / account holder | $15,090 | $6,746+123.7% | $14,329+5.3% | $7,344+105.5% |