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 | $35,063 | $48,230-27.3% | $67,502-48.1% | $80,856-56.6% |
| Participation rate | 98.1% | 66.4%+31.7pp | 72.9%+25.2pp | 67.6%+30.4pp |
| Annual return | 15.21% | 18.28%-3.1pp | 3512.12%-3496.9pp | 35.59%-20.4pp |
| Employer contribution / active EE | $577 | $2,020-71.4% | $2,731-78.9% | $2,755-79.0% |
| Participant deferral / active EE | $1,155 | $2,924-60.5% | $4,000-71.1% | $4,296-73.1% |
| Admin fee / account holder | $1,137 | $3,681-69.1% | $3,998-71.6% | $6,918-83.6% |