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 | $39,290 | $83,477-52.9% | $125,175-68.6% | $72,985-46.2% |
| Participation rate | 92.9% | 73.3%+19.5pp | 79.8%+13.1pp | 69.5%+23.4pp |
| Annual return | 18.98% | 25.78%-6.8pp | 43.79%-24.8pp | 81.00%-62.0pp |
| Employer contribution / active EE | $2,136 | $2,345-8.9% | $3,865-44.7% | $2,440-12.5% |
| Participant deferral / active EE | $2,834 | $3,585-21.0% | $4,937-42.6% | $3,607-21.4% |
| Admin fee / account holder | $791 | $5,517-85.7% | $9,702-91.8% | $5,124-84.6% |