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 | $37,372 | $72,012-48.1% | $185,823-79.9% | $79,858-53.2% |
| Participation rate | 94.0% | 65.8%+28.3pp | 78.0%+16.0pp | 69.6%+24.4pp |
| Annual return | 15.08% | 23.12%-8.0pp | 35.95%-20.9pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,518 | $1,965-22.7% | $4,087-62.9% | $2,471-38.6% |
| Participant deferral / active EE | $2,851 | $3,779-24.6% | $5,632-49.4% | $3,740-23.8% |
| Admin fee / account holder | $540 | $4,513-88.0% | $9,500-94.3% | $5,306-89.8% |