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 | $38,070 | $117,841-67.7% | $102,423-62.8% | $145,922-73.9% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 12.34% | 31.65%-19.3pp | 29.32%-17.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,785 | $3,615-50.6% | $3,023-40.9% | $4,660-61.7% |
| Participant deferral / active EE | $4,064 | $5,731-29.1% | $5,053-19.6% | $6,688-39.2% |
| Admin fee / account holder | $2,628 | $13,326-80.3% | $9,451-72.2% | $13,397-80.4% |