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 | $40,104 | $45,035-10.9% | $62,995-36.3% | $70,131-42.8% |
| Participation rate | 96.7% | 69.5%+27.1pp | 74.8%+21.9pp | 69.5%+27.1pp |
| Annual return | 16.55% | 18.76%-2.2pp | 87.57%-71.0pp | 73.14%-56.6pp |
| Employer contribution / active EE | $796 | $2,051-61.2% | $2,759-71.2% | $2,342-66.0% |
| Participant deferral / active EE | $2,629 | $2,465+6.7% | $3,329-21.0% | $3,332-21.1% |
| Admin fee / account holder | $3,257 | $2,834+14.9% | $3,600-9.5% | $4,645-29.9% |