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 | $37,363 | $53,127-29.7% | $86,590-56.9% | $70,131-46.7% |
| Participation rate | 72.0% | 65.3%+6.7pp | 73.5%-1.5pp | 69.5%+2.5pp |
| Annual return | 14.57% | 27.66%-13.1pp | 964.84%-950.3pp | 73.14%-58.6pp |
| Employer contribution / active EE | $357 | $2,068-82.7% | $2,839-87.4% | $2,342-84.8% |
| Participant deferral / active EE | $1,872 | $2,696-30.6% | $3,609-48.1% | $3,332-43.8% |
| Admin fee / account holder | $3,468 | $3,585-3.3% | $4,906-29.3% | $4,645-25.3% |