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 | $39,778 | $61,052-34.8% | $142,863-72.2% | $79,386-49.9% |
| Participation rate | 84.3% | 60.1%+24.1pp | 71.9%+12.3pp | 70.7%+13.6pp |
| Annual return | 14.18% | 16.02%-1.8pp | 5637.54%-5623.4pp | 116.85%-102.7pp |
| Employer contribution / active EE | $1,987 | $1,481+34.2% | $4,144-52.1% | $2,427-18.2% |
| Participant deferral / active EE | $3,008 | $2,879+4.5% | $3,837-21.6% | $4,046-25.7% |
| Admin fee / account holder | $1,163 | $659+76.4% | $6,560-82.3% | $626+85.7% |