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 | $34,816 | $80,717-56.9% | $154,803-77.5% | $84,808-58.9% |
| Participation rate | 98.7% | 66.8%+31.9pp | 78.1%+20.6pp | 68.3%+30.4pp |
| Annual return | 15.53% | 37.96%-22.4pp | 58.88%-43.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,315 | $2,761-52.4% | $4,305-69.5% | $2,631-50.0% |
| Participant deferral / active EE | $1,232 | $3,303-62.7% | $5,540-77.8% | $4,212-70.8% |
| Admin fee / account holder | $817 | $6,746-87.9% | $14,329-94.3% | $7,344-88.9% |