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 | $38,575 | $78,705-51.0% | $117,854-67.3% | $70,131-45.0% |
| Participation rate | 85.9% | 73.2%+12.7pp | 79.7%+6.2pp | 69.5%+16.3pp |
| Annual return | 15.73% | 23.30%-7.6pp | 335.08%-319.3pp | 73.14%-57.4pp |
| Employer contribution / active EE | $859 | $2,223-61.4% | $3,786-77.3% | $2,342-63.3% |
| Participant deferral / active EE | $1,871 | $3,297-43.3% | $4,482-58.3% | $3,332-43.8% |
| Admin fee / account holder | $558 | $5,065-89.0% | $8,020-93.0% | $4,645-88.0% |