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 | $26,326 | $77,634-66.1% | $156,549-83.2% | $62,891-58.1% |
| Participation rate | 70.1% | 71.2%-1.1pp | 84.0%-13.9pp | 69.3%+0.8pp |
| Annual return | 6.05% | 50.32%-44.3pp | 32.23%-26.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,520 | $3,444-55.9% | $5,501-72.4% | $2,281-33.4% |
| Participant deferral / active EE | $2,091 | $3,045-31.3% | $4,871-57.1% | $3,203-34.7% |
| Admin fee / account holder | $12,026 | $5,561+116.3% | $13,027-7.7% | $4,296+180.0% |