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 | $37,225 | $93,571-60.2% | $135,903-72.6% | $75,163-50.5% |
| Participation rate | 93.1% | 75.2%+17.9pp | 81.9%+11.2pp | 67.2%+25.9pp |
| Annual return | 15.87% | 30.90%-15.0pp | 68.23%-52.4pp | 160.62%-144.7pp |
| Employer contribution / active EE | $1,935 | $3,537-45.3% | $4,856-60.1% | $2,670-27.5% |
| Participant deferral / active EE | $2,599 | $6,404-59.4% | $7,758-66.5% | $4,125-37.0% |
| Admin fee / account holder | $2,351 | $6,975-66.3% | $10,762-78.2% | $5,651-58.4% |