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 | $37,971 | $85,022-55.3% | $70,515-46.2% | $139,434-72.8% |
| Participation rate | 78.6% | 73.9%+4.7pp | 68.3%+10.2pp | 80.3%-1.7pp |
| Annual return | 15.48% | 30.38%-14.9pp | 32.77%-17.3pp | 372.94%-357.5pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,332 | $5,890-60.4% | $4,567-48.9% | $6,710-65.2% |
| Admin fee / account holder | $2,392 | $8,906-73.1% | $6,412-62.7% | $11,403-79.0% |