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 | $25,615 | $62,127-58.8% | $81,382-68.5% | $74,495-65.6% |
| Participation rate | 73.6% | 64.0%+9.6pp | 69.5%+4.2pp | 67.2%+6.4pp |
| Annual return | 44.45% | 16.48%+28.0pp | 24.73%+19.7pp | 1364.94%-1320.5pp |
| Employer contribution / active EE | $1,473 | $1,882-21.7% | $2,463-40.2% | $2,623-43.8% |
| Participant deferral / active EE | $1,959 | $3,229-39.3% | $3,883-49.5% | $4,346-54.9% |
| Admin fee / account holder | $2,573 | $1,934+33.0% | $5,768-55.4% | $1,942+32.5% |