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 | $36,651 | $70,428-48.0% | $96,562-62.0% | $85,850-57.3% |
| Participation rate | 70.6% | 61.8%+8.8pp | 69.8%+0.8pp | 69.3%+1.3pp |
| Annual return | 11.90% | 18.59%-6.7pp | 37.78%-25.9pp | 318.53%-306.6pp |
| Employer contribution / active EE | $308 | $1,413-78.2% | $2,356-87.0% | $2,565-88.0% |
| Participant deferral / active EE | $2,154 | $2,894-25.6% | $3,849-44.0% | $3,952-45.5% |
| Admin fee / account holder | $1,921 | $4,997-61.6% | $6,181-68.9% | $6,260-69.3% |