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 | $35,943 | $60,022-40.1% | $88,946-59.6% | $84,808-57.6% |
| Participation rate | 84.6% | 57.8%+26.8pp | 68.8%+15.8pp | 68.3%+16.3pp |
| Annual return | 16.76% | 22.43%-5.7pp | 57.82%-41.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,809 | $1,703+6.2% | $2,555-29.2% | $2,631-31.2% |
| Participant deferral / active EE | $2,698 | $3,114-13.4% | $4,581-41.1% | $4,212-35.9% |
| Admin fee / account holder | $1,671 | $4,811-65.3% | $8,261-79.8% | $7,344-77.2% |