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 | $38,978 | $95,803-59.3% | $113,168-65.6% | $84,808-54.0% |
| Participation rate | 89.7% | 72.9%+16.9pp | 76.6%+13.2pp | 68.3%+21.4pp |
| Annual return | 15.92% | 25.00%-9.1pp | 24.27%-8.3pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,691 | $2,360-28.3% | $2,975-43.1% | $2,631-35.7% |
| Participant deferral / active EE | $2,218 | $4,242-47.7% | $5,107-56.6% | $4,212-47.3% |
| Admin fee / account holder | $1,860 | $8,989-79.3% | $12,068-84.6% | $7,344-74.7% |