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 | $37,219 | $99,341-62.5% | $84,750-56.1% | $273,961-86.4% |
| Participation rate | 91.3% | 80.7%+10.6pp | 76.6%+14.7pp | 83.0%+8.3pp |
| Annual return | 4.64% | 22.93%-18.3pp | 22.78%-18.1pp | 41.45%-36.8pp |
| Employer contribution / active EE | $1,312 | $4,214-68.9% | $3,574-63.3% | $4,869-73.1% |
| Participant deferral / active EE | $2,349 | $4,269-45.0% | $3,712-36.7% | $5,287-55.6% |
| Admin fee / account holder | $1,231 | $6,644-81.5% | $5,332-76.9% | $10,132-87.8% |