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 | $38,702 | $79,944-51.6% | $98,439-60.7% | $75,163-48.5% |
| Participation rate | 86.4% | 70.4%+16.0pp | 75.2%+11.3pp | 67.2%+19.2pp |
| Annual return | 17.81% | 19.75%-1.9pp | 21.16%-3.3pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,844 | $2,264-18.6% | $3,048-39.5% | $2,670-30.9% |
| Participant deferral / active EE | $2,863 | $3,752-23.7% | $4,738-39.6% | $4,125-30.6% |
| Admin fee / account holder | $3,348 | $6,840-51.0% | $8,948-62.6% | $5,651-40.7% |