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 | $38,554 | $91,190-57.7% | $178,490-78.4% | $79,858-51.7% |
| Participation rate | 70.6% | 69.2%+1.4pp | 81.9%-11.3pp | 69.6%+1.0pp |
| Annual return | 12.79% | 24.19%-11.4pp | 151.07%-138.3pp | 31.71%-18.9pp |
| Employer contribution / active EE | $2,864 | $3,256-12.0% | $5,011-42.8% | $2,471+15.9% |
| Participant deferral / active EE | $6,750 | $3,236+108.6% | $5,202+29.8% | $3,740+80.5% |
| Admin fee / account holder | $7,592 | $6,751+12.5% | $13,984-45.7% | $5,306+43.1% |