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 9-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 | $36,189 | $86,286-58.1% | $111,297-67.5% | $85,850-57.8% |
| Participation rate | 78.9% | 73.3%+5.6pp | 77.3%+1.6pp | 69.3%+9.6pp |
| Annual return | 11.59% | 19.99%-8.4pp | 54.65%-43.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $1,079 | $2,043-47.2% | $2,731-60.5% | $2,565-57.9% |
| Participant deferral / active EE | $2,264 | $3,641-37.8% | $4,487-49.5% | $3,952-42.7% |
| Admin fee / account holder | $10,677 | $8,188+30.4% | $7,964+34.1% | $6,260+70.6% |