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 | $38,976 | $65,041-40.1% | $90,951-57.1% | $79,858-51.2% |
| Participation rate | 85.7% | 61.6%+24.1pp | 69.0%+16.7pp | 69.6%+16.1pp |
| Annual return | 16.58% | 30.45%-13.9pp | 134.60%-118.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $2,206 | $1,247+76.8% | $2,122+3.9% | $2,471-10.7% |
| Participant deferral / active EE | $3,625 | $2,512+44.3% | $3,373+7.5% | $3,740-3.1% |
| Admin fee / account holder | $1,426 | $4,536-68.6% | $5,959-76.1% | $5,306-73.1% |