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 | $35,983 | $58,694-38.7% | $142,863-74.8% | $85,850-58.1% |
| Participation rate | 80.4% | 58.5%+21.9pp | 71.9%+8.5pp | 69.3%+11.1pp |
| Annual return | 14.83% | 27.72%-12.9pp | 5637.54%-5622.7pp | 318.53%-303.7pp |
| Employer contribution / active EE | $1,829 | $1,423+28.6% | $4,144-55.9% | $2,565-28.7% |
| Participant deferral / active EE | $3,156 | $2,607+21.0% | $3,837-17.8% | $3,952-20.1% |
| Admin fee / account holder | $3,762 | $4,239-11.3% | $6,560-42.7% | $6,260-39.9% |