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 | $34,439 | $87,733-60.7% | $106,548-67.7% | $85,850-59.9% |
| Participation rate | 84.0% | 71.9%+12.1pp | 76.1%+7.9pp | 69.3%+14.7pp |
| Annual return | 12.83% | 21.86%-9.0pp | 26.80%-14.0pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,385 | $2,073-33.2% | $2,819-50.9% | $2,565-46.0% |
| Participant deferral / active EE | $2,319 | $3,469-33.2% | $4,398-47.3% | $3,952-41.3% |
| Admin fee / account holder | $1,505 | $6,767-77.8% | $7,407-79.7% | $6,260-76.0% |