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 | $34,370 | $80,717-57.4% | $154,803-77.8% | $84,808-59.5% |
| Participation rate | 97.4% | 66.8%+30.6pp | 78.1%+19.3pp | 68.3%+29.1pp |
| Annual return | 39.45% | 37.96%+1.5pp | 58.88%-19.4pp | 40.90%-1.4pp |
| Employer contribution / active EE | $490 | $2,761-82.3% | $4,305-88.6% | $2,631-81.4% |
| Participant deferral / active EE | $3,201 | $3,303-3.1% | $5,540-42.2% | $4,212-24.0% |
| Admin fee / account holder | $815 | $6,746-87.9% | $14,329-94.3% | $7,344-88.9% |