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 | $35,953 | $115,770-68.9% | $101,248-64.5% | $158,922-77.4% |
| Participation rate | 78.3% | 79.4%-1.1pp | 75.8%+2.5pp | 82.0%-3.7pp |
| Annual return | 11.22% | 56.14%-44.9pp | 46.47%-35.2pp | 302.83%-291.6pp |
| Employer contribution / active EE | $2,276 | $4,175-45.5% | $3,660-37.8% | $4,761-52.2% |
| Participant deferral / active EE | $3,913 | $4,957-21.1% | $4,370-10.5% | $5,982-34.6% |
| Admin fee / account holder | $14,554 | $7,245+100.9% | $5,945+144.8% | $11,246+29.4% |