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 | $38,378 | $80,968-52.6% | $96,544-60.2% | $75,163-48.9% |
| Participation rate | 74.0% | 71.8%+2.2pp | 76.0%-2.0pp | 67.2%+6.8pp |
| Annual return | 15.66% | 27.06%-11.4pp | 25.84%-10.2pp | 160.62%-145.0pp |
| Employer contribution / active EE | $807 | $2,282-64.6% | $2,965-72.8% | $2,670-69.8% |
| Participant deferral / active EE | $2,279 | $3,928-42.0% | $4,851-53.0% | $4,125-44.8% |
| Admin fee / account holder | $3,147 | $6,724-53.2% | $8,252-61.9% | $5,651-44.3% |