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 | $34,939 | $60,022-41.8% | $88,946-60.7% | $84,808-58.8% |
| Participation rate | 85.2% | 57.8%+27.3pp | 68.8%+16.3pp | 68.3%+16.9pp |
| Annual return | 17.46% | 22.43%-5.0pp | 57.82%-40.4pp | 40.90%-23.4pp |
| Employer contribution / active EE | $355 | $1,703-79.1% | $2,555-86.1% | $2,631-86.5% |
| Participant deferral / active EE | $1,980 | $3,114-36.4% | $4,581-56.8% | $4,212-53.0% |
| Admin fee / account holder | $2,635 | $4,811-45.2% | $8,261-68.1% | $7,344-64.1% |