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 | $31,806 | $100,773-68.4% | $88,946-64.2% | $142,382-77.7% |
| Participation rate | 81.8% | 74.3%+7.5pp | 68.8%+13.0pp | 80.1%+1.7pp |
| Annual return | 18.91% | 70.18%-51.3pp | 57.82%-38.9pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,463 | $2,918-49.9% | $2,555-42.8% | $4,299-66.0% |
| Participant deferral / active EE | $2,611 | $5,230-50.1% | $4,581-43.0% | $6,507-59.9% |
| Admin fee / account holder | $349 | $9,693-96.4% | $8,261-95.8% | $12,624-97.2% |