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 | $38,929 | $94,625-58.9% | $116,228-66.5% | $84,808-54.1% |
| Participation rate | 76.3% | 70.4%+5.9pp | 74.6%+1.8pp | 68.3%+8.0pp |
| Annual return | 12.56% | 20.40%-7.8pp | 90.06%-77.5pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,302 | $2,347-1.9% | $2,994-23.1% | $2,631-12.5% |
| Participant deferral / active EE | $5,086 | $3,972+28.0% | $4,953+2.7% | $4,212+20.8% |
| Admin fee / account holder | $21,467 | $10,091+112.7% | $11,989+79.1% | $7,344+192.3% |