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 | $37,629 | $46,869-19.7% | $122,332-69.2% | $70,131-46.3% |
| Participation rate | 96.4% | 58.2%+38.2pp | 71.6%+24.8pp | 69.5%+26.9pp |
| Annual return | 13.23% | 24.22%-11.0pp | 30.27%-17.0pp | 73.14%-59.9pp |
| Employer contribution / active EE | $2,537 | $1,288+97.0% | $4,050-37.4% | $2,342+8.3% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $465 | $3,322-86.0% | $5,478-91.5% | $4,645-90.0% |