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 | $39,407 | $81,248-51.5% | $155,509-74.7% | $80,856-51.3% |
| Participation rate | 84.8% | 66.2%+18.6pp | 78.2%+6.7pp | 67.6%+17.2pp |
| Annual return | 12.08% | 33.31%-21.2pp | 64.67%-52.6pp | 35.59%-23.5pp |
| Employer contribution / active EE | $923 | $3,100-70.2% | $4,672-80.3% | $2,755-66.5% |
| Participant deferral / active EE | $3,048 | $3,452-11.7% | $5,626-45.8% | $4,296-29.0% |
| Admin fee / account holder | $619 | $7,997-92.3% | $15,912-96.1% | $6,918-91.0% |