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 | $42,335 | $98,240-56.9% | $82,313-48.6% | $147,584-71.3% |
| Participation rate | 88.2% | 79.7%+8.5pp | 76.9%+11.3pp | 82.8%+5.4pp |
| Annual return | 13.69% | 30.85%-17.2pp | 25.88%-12.2pp | 578.55%-564.9pp |
| Employer contribution / active EE | $974 | $3,192-69.5% | $2,428-59.9% | $4,876-80.0% |
| Participant deferral / active EE | $1,660 | $4,383-62.1% | $3,706-55.2% | $5,439-69.5% |
| Admin fee / account holder | $1,024 | $8,563-88.0% | $5,608-81.7% | $10,885-90.6% |