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 | $32,761 | $98,240-66.7% | $82,313-60.2% | $147,584-77.8% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.4pp | 82.8%+0.5pp |
| Annual return | 16.26% | 30.85%-14.6pp | 25.88%-9.6pp | 578.55%-562.3pp |
| Employer contribution / active EE | $1,650 | $3,192-48.3% | $2,428-32.1% | $4,876-66.2% |
| Participant deferral / active EE | $1,895 | $4,383-56.8% | $3,706-48.9% | $5,439-65.2% |
| Admin fee / account holder | $1,300 | $8,563-84.8% | $5,608-76.8% | $10,885-88.1% |