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 | $38,174 | $86,286-55.8% | $111,297-65.7% | $85,850-55.5% |
| Participation rate | 97.3% | 73.3%+24.0pp | 77.3%+20.0pp | 69.3%+28.0pp |
| Annual return | 13.26% | 19.99%-6.7pp | 54.65%-41.4pp | 318.53%-305.3pp |
| Employer contribution / active EE | $1,196 | $2,043-41.5% | $2,731-56.2% | $2,565-53.4% |
| Participant deferral / active EE | $1,743 | $3,641-52.1% | $4,487-61.2% | $3,952-55.9% |
| Admin fee / account holder | $1,279 | $8,188-84.4% | $7,964-83.9% | $6,260-79.6% |