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 | $36,289 | $116,175-68.8% | $93,606-61.2% | $152,861-76.3% |
| Participation rate | 90.5% | 78.0%+12.4pp | 75.8%+14.6pp | 82.4%+8.0pp |
| Annual return | 17.13% | 35.96%-18.8pp | 32.76%-15.6pp | 345.32%-328.2pp |
| Employer contribution / active EE | $1,154 | $3,218-64.1% | $2,718-57.5% | $4,762-75.8% |
| Participant deferral / active EE | $1,732 | $4,603-62.4% | $4,069-57.4% | $5,850-70.4% |
| Admin fee / account holder | $1,418 | $10,748-86.8% | $7,888-82.0% | $11,596-87.8% |