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 | $41,239 | $80,968-49.1% | $96,544-57.3% | $75,163-45.1% |
| Participation rate | 76.5% | 71.8%+4.7pp | 76.0%+0.5pp | 67.2%+9.3pp |
| Annual return | 15.40% | 27.06%-11.7pp | 25.84%-10.4pp | 160.62%-145.2pp |
| Employer contribution / active EE | $932 | $2,282-59.1% | $2,965-68.5% | $2,670-65.1% |
| Participant deferral / active EE | $1,959 | $3,928-50.1% | $4,851-59.6% | $4,125-52.5% |
| Admin fee / account holder | $2,793 | $6,724-58.5% | $8,252-66.2% | $5,651-50.6% |