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 | $36,642 | $56,053-34.6% | $75,972-51.8% | $80,856-54.7% |
| Participation rate | 84.0% | 62.0%+22.0pp | 69.1%+14.9pp | 67.6%+16.4pp |
| Annual return | 11.62% | 20.53%-8.9pp | 359.55%-347.9pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,557 | $1,874-16.9% | $2,685-42.0% | $2,755-43.5% |
| Participant deferral / active EE | $2,767 | $3,052-9.3% | $4,255-35.0% | $4,296-35.6% |
| Admin fee / account holder | $961 | $5,234-81.6% | $6,467-85.1% | $6,918-86.1% |