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 | $38,581 | $81,208-52.5% | $98,907-61.0% | $79,858-51.7% |
| Participation rate | 87.3% | 72.5%+14.8pp | 76.0%+11.3pp | 69.6%+17.7pp |
| Annual return | 19.99% | 60.99%-41.0pp | 196.43%-176.4pp | 31.71%-11.7pp |
| Employer contribution / active EE | $1,552 | $1,960-20.8% | $2,689-42.3% | $2,471-37.2% |
| Participant deferral / active EE | $2,759 | $3,265-15.5% | $4,244-35.0% | $3,740-26.2% |
| Admin fee / account holder | $964 | $6,013-84.0% | $6,642-85.5% | $5,306-81.8% |