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 | $39,650 | $78,422-49.4% | $95,952-58.7% | $79,858-50.3% |
| Participation rate | 76.9% | 73.5%+3.4pp | 77.1%-0.2pp | 69.6%+7.3pp |
| Annual return | 19.46% | 19.37%+0.1pp | 91.61%-72.2pp | 31.71%-12.3pp |
| Employer contribution / active EE | $594 | $1,945-69.5% | $2,541-76.6% | $2,471-76.0% |
| Participant deferral / active EE | $2,662 | $3,440-22.6% | $4,167-36.1% | $3,740-28.8% |
| Admin fee / account holder | $308 | $5,622-94.5% | $6,795-95.5% | $5,306-94.2% |