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 | $36,371 | $49,915-27.1% | $154,803-76.5% | $74,304-51.1% |
| Participation rate | 76.2% | 54.0%+22.2pp | 78.1%-1.9pp | 60.3%+15.8pp |
| Annual return | 15.39% | 34.06%-18.7pp | 58.88%-43.5pp | 29.43%-14.0pp |
| Employer contribution / active EE | $2,536 | $1,611+57.4% | $4,305-41.1% | $2,241+13.1% |
| Participant deferral / active EE | $3,483 | $2,255+54.5% | $5,540-37.1% | $3,767-7.5% |
| Admin fee / account holder | $1,495 | $2,189-31.7% | $14,329-89.6% | $2,969-49.6% |