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 | $33,039 | $48,795-32.3% | $65,493-49.6% | $84,808-61.0% |
| Participation rate | 97.2% | 67.0%+30.2pp | 73.1%+24.1pp | 68.3%+28.9pp |
| Annual return | 16.65% | 20.20%-3.5pp | 982.45%-965.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,676 | $1,930-13.2% | $2,574-34.9% | $2,631-36.3% |
| Participant deferral / active EE | $1,334 | $2,928-54.5% | $3,961-66.3% | $4,212-68.3% |
| Admin fee / account holder | $3,451 | $3,877-11.0% | $5,028-31.4% | $7,344-53.0% |