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 | $34,996 | $46,732-25.1% | $156,549-77.6% | $55,167-36.6% |
| Participation rate | 76.5% | 65.8%+10.7pp | 84.0%-7.5pp | 69.0%+7.5pp |
| Annual return | 13.13% | 17.72%-4.6pp | 32.23%-19.1pp | 169.23%-156.1pp |
| Employer contribution / active EE | $2,204 | $2,105+4.7% | $5,501-59.9% | $1,963+12.3% |
| Participant deferral / active EE | $4,106 | $2,204+86.3% | $4,871-15.7% | $3,054+34.4% |
| Admin fee / account holder | $1,247 | $418+197.9% | $13,027-90.4% | $504+147.4% |