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 | $38,181 | $127,386-70.0% | $115,037-66.8% | $125,391-69.6% |
| Participation rate | 89.5% | 84.2%+5.3pp | 81.4%+8.1pp | 83.2%+6.3pp |
| Annual return | 0.15% | 31.28%-31.1pp | 26.14%-26.0pp | 282.22%-282.1pp |
| Employer contribution / active EE | $1,402 | $5,166-72.9% | $4,608-69.6% | $4,866-71.2% |
| Participant deferral / active EE | $2,664 | $6,423-58.5% | $6,026-55.8% | $5,352-50.2% |
| Admin fee / account holder | $420 | $9,516-95.6% | $8,175-94.9% | $9,540-95.6% |