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 | $42,128 | $58,208-27.6% | $81,812-48.5% | $80,856-47.9% |
| Participation rate | 71.4% | 63.4%+8.0pp | 72.3%-0.9pp | 67.6%+3.8pp |
| Annual return | 11.17% | 41.66%-30.5pp | 773.79%-762.6pp | 35.59%-24.4pp |
| Employer contribution / active EE | $2,296 | $2,340-1.9% | $2,912-21.2% | $2,755-16.7% |
| Participant deferral / active EE | $3,887 | $3,281+18.5% | $4,319-10.0% | $4,296-9.5% |
| Admin fee / account holder | $4,822 | $4,981-3.2% | $7,386-34.7% | $6,918-30.3% |