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 | $39,793 | $99,341-59.9% | $84,750-53.0% | $273,961-85.5% |
| Participation rate | 86.7% | 80.7%+6.0pp | 76.6%+10.1pp | 83.0%+3.7pp |
| Annual return | 5.49% | 22.93%-17.4pp | 22.78%-17.3pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,819 | $4,214-56.8% | $3,574-49.1% | $4,869-62.6% |
| Participant deferral / active EE | $4,161 | $4,269-2.5% | $3,712+12.1% | $5,287-21.3% |
| Admin fee / account holder | $483 | $6,644-92.7% | $5,332-90.9% | $10,132-95.2% |