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 | $32,744 | $112,096-70.8% | $95,952-65.9% | $158,922-79.4% |
| Participation rate | 71.4% | 79.0%-7.5pp | 77.1%-5.6pp | 82.0%-10.5pp |
| Annual return | 13.56% | 171.09%-157.5pp | 91.61%-78.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,234 | $3,198-61.4% | $2,541-51.4% | $4,761-74.1% |
| Participant deferral / active EE | $2,143 | $4,784-55.2% | $4,167-48.6% | $5,982-64.2% |
| Admin fee / account holder | $12,756 | $10,130+25.9% | $6,795+87.7% | $11,246+13.4% |