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 | $33,205 | $77,634-57.2% | $156,549-78.8% | $62,891-47.2% |
| Participation rate | 95.8% | 71.2%+24.6pp | 84.0%+11.8pp | 69.3%+26.5pp |
| Annual return | 12.23% | 50.32%-38.1pp | 32.23%-20.0pp | 20.14%-7.9pp |
| Employer contribution / active EE | $2,039 | $3,444-40.8% | $5,501-62.9% | $2,281-10.6% |
| Participant deferral / active EE | $1,885 | $3,045-38.1% | $4,871-61.3% | $3,203-41.1% |
| Admin fee / account holder | $864 | $5,561-84.5% | $13,027-93.4% | $4,296-79.9% |