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 | $37,008 | $78,705-53.0% | $117,854-68.6% | $70,131-47.2% |
| Participation rate | 70.3% | 73.2%-2.9pp | 79.7%-9.4pp | 69.5%+0.8pp |
| Annual return | 25.22% | 23.30%+1.9pp | 335.08%-309.9pp | 73.14%-47.9pp |
| Employer contribution / active EE | $556 | $2,223-75.0% | $3,786-85.3% | $2,342-76.3% |
| Participant deferral / active EE | $2,706 | $3,297-17.9% | $4,482-39.6% | $3,332-18.8% |
| Admin fee / account holder | $1,647 | $5,065-67.5% | $8,020-79.5% | $4,645-64.5% |