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 | $39,188 | $76,552-48.8% | $123,892-68.4% | $62,891-37.7% |
| Participation rate | 95.3% | 73.0%+22.4pp | 81.4%+13.9pp | 69.3%+26.0pp |
| Annual return | 10.20% | 18.68%-8.5pp | 47.52%-37.3pp | 20.14%-9.9pp |
| Employer contribution / active EE | $2,411 | $2,883-16.4% | $4,617-47.8% | $2,281+5.7% |
| Participant deferral / active EE | $4,618 | $4,840-4.6% | $5,984-22.8% | $3,203+44.2% |
| Admin fee / account holder | $2,870 | $4,826-40.5% | $8,357-65.7% | $4,296-33.2% |