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 | $30,309 | $80,717-62.5% | $154,803-80.4% | $84,808-64.3% |
| Participation rate | 82.8% | 66.8%+15.9pp | 78.1%+4.7pp | 68.3%+14.4pp |
| Annual return | 15.14% | 37.96%-22.8pp | 58.88%-43.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,352 | $2,761-14.8% | $4,305-45.4% | $2,631-10.6% |
| Participant deferral / active EE | $1,012 | $3,303-69.4% | $5,540-81.7% | $4,212-76.0% |
| Admin fee / account holder | $4,670 | $6,746-30.8% | $14,329-67.4% | $7,344-36.4% |