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 | $38,315 | $60,349-36.5% | $74,183-48.4% | $62,891-39.1% |
| Participation rate | 96.6% | 72.7%+23.9pp | 76.6%+20.0pp | 69.3%+27.3pp |
| Annual return | 5.61% | 21.37%-15.8pp | 17.74%-12.1pp | 20.14%-14.5pp |
| Employer contribution / active EE | $844 | $1,680-49.8% | $2,370-64.4% | $2,281-63.0% |
| Participant deferral / active EE | $3,406 | $2,856+19.3% | $3,550-4.0% | $3,203+6.3% |
| Admin fee / account holder | $2,229 | $4,261-47.7% | $5,586-60.1% | $4,296-48.1% |