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 | $41,283 | $109,359-62.3% | $162,163-74.5% | $72,985-43.4% |
| Participation rate | 97.4% | 84.3%+13.2pp | 87.6%+9.9pp | 69.5%+27.9pp |
| Annual return | 20.82% | 25.46%-4.6pp | 115.59%-94.8pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,555 | $3,907-60.2% | $5,614-72.3% | $2,440-36.3% |
| Participant deferral / active EE | $3,007 | $5,481-45.1% | $7,298-58.8% | $3,607-16.6% |
| Admin fee / account holder | $937 | $7,972-88.2% | $10,843-91.4% | $5,124-81.7% |