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 | $35,460 | $109,881-67.7% | $150,045-76.4% | $84,808-58.2% |
| Participation rate | 70.5% | 76.1%-5.6pp | 82.3%-11.8pp | 68.3%+2.2pp |
| Annual return | 14.24% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $3,283 | $3,561-7.8% | $4,693-30.0% | $2,631+24.8% |
| Participant deferral / active EE | $4,016 | $6,636-39.5% | $7,997-49.8% | $4,212-4.6% |
| Admin fee / account holder | $20,194 | $8,568+135.7% | $13,435+50.3% | $7,344+175.0% |