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 8-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 | $34,709 | $85,202-59.3% | $172,739-79.9% | $72,985-52.4% |
| Participation rate | 73.7% | 70.1%+3.6pp | 82.6%-9.0pp | 69.5%+4.2pp |
| Annual return | 18.20% | 27.32%-9.1pp | 802.84%-784.6pp | 81.00%-62.8pp |
| Employer contribution / active EE | $1,173 | $3,324-64.7% | $5,143-77.2% | $2,440-51.9% |
| Participant deferral / active EE | $2,628 | $3,260-19.4% | $5,198-49.4% | $3,607-27.2% |
| Admin fee / account holder | $1,446 | $5,884-75.4% | $13,954-89.6% | $5,124-71.8% |