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 | $38,340 | $45,073-14.9% | $69,455-44.8% | $72,985-47.5% |
| Participation rate | 98.1% | 68.5%+29.6pp | 74.6%+23.5pp | 69.5%+28.6pp |
| Annual return | 13.83% | 22.65%-8.8pp | 28.97%-15.1pp | 81.00%-67.2pp |
| Employer contribution / active EE | $1,879 | $2,054-8.5% | $2,779-32.4% | $2,440-23.0% |
| Participant deferral / active EE | $2,313 | $2,602-11.1% | $3,535-34.6% | $3,607-35.9% |
| Admin fee / account holder | $544 | $3,056-82.2% | $3,839-85.8% | $5,124-89.4% |