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 | $35,438 | $77,634-54.4% | $156,549-77.4% | $62,891-43.7% |
| Participation rate | 93.2% | 71.2%+22.0pp | 84.0%+9.2pp | 69.3%+23.9pp |
| Annual return | 8.58% | 50.32%-41.7pp | 32.23%-23.6pp | 20.14%-11.6pp |
| Employer contribution / active EE | $3,504 | $3,444+1.8% | $5,501-36.3% | $2,281+53.6% |
| Participant deferral / active EE | $2,022 | $3,045-33.6% | $4,871-58.5% | $3,203-36.9% |
| Admin fee / account holder | $1,253 | $5,561-77.5% | $13,027-90.4% | $4,296-70.8% |