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 | $43,992 | $95,416-53.9% | $185,823-76.3% | $85,850-48.8% |
| Participation rate | 86.4% | 68.8%+17.6pp | 81.7%+4.7pp | 69.3%+17.0pp |
| Annual return | 12.99% | 23.59%-10.6pp | 122.05%-109.1pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,642 | $3,314-50.5% | $5,167-68.2% | $2,565-36.0% |
| Participant deferral / active EE | $2,268 | $3,423-33.8% | $5,568-59.3% | $3,952-42.6% |
| Admin fee / account holder | $2,647 | $7,213-63.3% | $16,237-83.7% | $6,260-57.7% |