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 | $36,852 | $78,422-53.0% | $95,952-61.6% | $79,858-53.9% |
| Participation rate | 97.8% | 73.5%+24.3pp | 77.1%+20.8pp | 69.6%+28.2pp |
| Annual return | 18.63% | 19.37%-0.7pp | 91.61%-73.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $2,221 | $1,945+14.2% | $2,541-12.6% | $2,471-10.1% |
| Participant deferral / active EE | $3,627 | $3,440+5.4% | $4,167-13.0% | $3,740-3.0% |
| Admin fee / account holder | $429 | $5,622-92.4% | $6,795-93.7% | $5,306-91.9% |