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 | $44,979 | $87,733-48.7% | $106,548-57.8% | $85,850-47.6% |
| Participation rate | 83.3% | 71.9%+11.4pp | 76.1%+7.2pp | 69.3%+14.0pp |
| Annual return | 12.96% | 21.86%-8.9pp | 26.80%-13.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $956 | $2,073-53.9% | $2,819-66.1% | $2,565-62.7% |
| Participant deferral / active EE | $2,714 | $3,469-21.8% | $4,398-38.3% | $3,952-31.3% |
| Admin fee / account holder | $2,616 | $6,767-61.3% | $7,407-64.7% | $6,260-58.2% |