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 | $38,098 | $47,922-20.5% | $75,886-49.8% | $65,185-41.6% |
| Participation rate | 75.7% | 63.0%+12.7pp | 69.3%+6.4pp | 70.2%+5.5pp |
| Annual return | 27.20% | 24.12%+3.1pp | 30.76%-3.6pp | 29.38%-2.2pp |
| Employer contribution / active EE | $445 | $1,557-71.4% | $2,500-82.2% | $2,177-79.5% |
| Participant deferral / active EE | $1,782 | $2,550-30.1% | $3,603-50.5% | $3,514-49.3% |
| Admin fee / account holder | $4,116 | $532+674.4% | $5,418-24.0% | $847+385.9% |