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 8-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 | $40,397 | $58,208-30.6% | $81,812-50.6% | $80,856-50.0% |
| Participation rate | 73.2% | 63.4%+9.8pp | 72.3%+0.9pp | 67.6%+5.6pp |
| Annual return | 16.80% | 41.66%-24.9pp | 773.79%-757.0pp | 35.59%-18.8pp |
| Employer contribution / active EE | $1,568 | $2,340-33.0% | $2,912-46.2% | $2,755-43.1% |
| Participant deferral / active EE | $2,649 | $3,281-19.3% | $4,319-38.7% | $4,296-38.3% |
| Admin fee / account holder | $2,029 | $4,981-59.3% | $7,386-72.5% | $6,918-70.7% |