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 | $39,113 | $80,717-51.5% | $154,803-74.7% | $84,808-53.9% |
| Participation rate | 94.1% | 66.8%+27.3pp | 78.1%+16.0pp | 68.3%+25.8pp |
| Annual return | 19.73% | 37.96%-18.2pp | 58.88%-39.2pp | 40.90%-21.2pp |
| Employer contribution / active EE | $2,129 | $2,761-22.9% | $4,305-50.5% | $2,631-19.1% |
| Participant deferral / active EE | $3,925 | $3,303+18.8% | $5,540-29.2% | $4,212-6.8% |
| Admin fee / account holder | $823 | $6,746-87.8% | $14,329-94.3% | $7,344-88.8% |