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 | $58,428 | $81,248-28.1% | $155,509-62.4% | $80,856-27.7% |
| Participation rate | 81.8% | 66.2%+15.6pp | 78.2%+3.6pp | 67.6%+14.2pp |
| Annual return | 16.02% | 33.31%-17.3pp | 64.67%-48.6pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,115 | $3,100-64.0% | $4,672-76.1% | $2,755-59.5% |
| Participant deferral / active EE | $2,192 | $3,452-36.5% | $5,626-61.0% | $4,296-49.0% |
| Admin fee / account holder | $654 | $7,997-91.8% | $15,912-95.9% | $6,918-90.5% |