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 | $42,867 | $117,841-63.6% | $102,423-58.1% | $145,922-70.6% |
| Participation rate | 86.4% | 78.6%+7.8pp | 76.5%+9.9pp | 80.3%+6.1pp |
| Annual return | 10.32% | 31.65%-21.3pp | 29.32%-19.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,090 | $3,615-42.2% | $3,023-30.9% | $4,660-55.2% |
| Participant deferral / active EE | $3,272 | $5,731-42.9% | $5,053-35.2% | $6,688-51.1% |
| Admin fee / account holder | $9,228 | $13,326-30.7% | $9,451-2.4% | $13,397-31.1% |