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 | $38,614 | $80,968-52.3% | $96,544-60.0% | $75,163-48.6% |
| Participation rate | 71.4% | 71.8%-0.3pp | 76.0%-4.5pp | 67.2%+4.2pp |
| Annual return | 17.39% | 27.06%-9.7pp | 25.84%-8.4pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,359 | $2,282-40.5% | $2,965-54.2% | $2,670-49.1% |
| Participant deferral / active EE | $2,356 | $3,928-40.0% | $4,851-51.4% | $4,125-42.9% |
| Admin fee / account holder | $1,557 | $6,724-76.8% | $8,252-81.1% | $5,651-72.4% |