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 | $37,852 | $81,248-53.4% | $155,509-75.7% | $80,856-53.2% |
| Participation rate | 81.0% | 66.2%+14.7pp | 78.2%+2.8pp | 67.6%+13.3pp |
| Annual return | 18.93% | 33.31%-14.4pp | 64.67%-45.7pp | 35.59%-16.7pp |
| Employer contribution / active EE | $1,851 | $3,100-40.3% | $4,672-60.4% | $2,755-32.8% |
| Participant deferral / active EE | $3,230 | $3,452-6.4% | $5,626-42.6% | $4,296-24.8% |
| Admin fee / account holder | $1,000 | $7,997-87.5% | $15,912-93.7% | $6,918-85.5% |