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 | $34,673 | $58,879-41.1% | $178,490-80.6% | $73,488-52.8% |
| Participation rate | 75.4% | 66.2%+9.2pp | 81.9%-6.5pp | 70.7%+4.7pp |
| Annual return | 13.91% | 24.86%-11.0pp | 151.07%-137.2pp | 28.51%-14.6pp |
| Employer contribution / active EE | $1,829 | $2,236-18.2% | $5,011-63.5% | $2,270-19.4% |
| Participant deferral / active EE | $2,414 | $2,567-6.0% | $5,202-53.6% | $3,740-35.5% |
| Admin fee / account holder | $5,158 | $400+1188.5% | $13,984-63.1% | $513+905.4% |