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 | $35,789 | $78,422-54.4% | $95,952-62.7% | $79,858-55.2% |
| Participation rate | 73.1% | 73.5%-0.4pp | 77.1%-4.0pp | 69.6%+3.4pp |
| Annual return | 15.66% | 19.37%-3.7pp | 91.61%-75.9pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,667 | $1,945-14.3% | $2,541-34.4% | $2,471-32.5% |
| Participant deferral / active EE | $3,017 | $3,440-12.3% | $4,167-27.6% | $3,740-19.3% |
| Admin fee / account holder | $2,863 | $5,622-49.1% | $6,795-57.9% | $5,306-46.0% |