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 | $35,841 | $83,477-57.1% | $125,175-71.4% | $72,985-50.9% |
| Participation rate | 91.4% | 73.3%+18.1pp | 79.8%+11.6pp | 69.5%+21.9pp |
| Annual return | 25.90% | 25.78%+0.1pp | 43.79%-17.9pp | 81.00%-55.1pp |
| Employer contribution / active EE | $1,503 | $2,345-35.9% | $3,865-61.1% | $2,440-38.4% |
| Participant deferral / active EE | $2,670 | $3,585-25.5% | $4,937-45.9% | $3,607-26.0% |
| Admin fee / account holder | $961 | $5,517-82.6% | $9,702-90.1% | $5,124-81.2% |