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 3-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 | $31,984 | $89,753-64.4% | $107,525-70.3% | $84,808-62.3% |
| Participation rate | 84.5% | 68.1%+16.5pp | 75.1%+9.5pp | 68.3%+16.2pp |
| Annual return | 16.62% | 29.48%-12.9pp | 181.32%-164.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,486 | $3,113-52.3% | $3,754-60.4% | $2,631-43.5% |
| Participant deferral / active EE | $3,830 | $4,056-5.6% | $5,116-25.1% | $4,212-9.1% |
| Admin fee / account holder | $3,313 | $7,222-54.1% | $8,919-62.8% | $7,344-54.9% |