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 | $31,027 | $72,012-56.9% | $185,823-83.3% | $79,858-61.1% |
| Participation rate | 93.1% | 65.8%+27.3pp | 78.0%+15.1pp | 69.6%+23.5pp |
| Annual return | 13.94% | 23.12%-9.2pp | 35.95%-22.0pp | 31.71%-17.8pp |
| Employer contribution / active EE | $644 | $1,965-67.2% | $4,087-84.3% | $2,471-73.9% |
| Participant deferral / active EE | $2,677 | $3,779-29.1% | $5,632-52.5% | $3,740-28.4% |
| Admin fee / account holder | $530 | $4,513-88.2% | $9,500-94.4% | $5,306-90.0% |