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 | $41,952 | $63,114-33.5% | $92,893-54.8% | $65,185-35.6% |
| Participation rate | 78.1% | 68.8%+9.3pp | 76.0%+2.1pp | 70.2%+7.9pp |
| Annual return | 21.71% | 28.75%-7.0pp | 109.41%-87.7pp | 29.38%-7.7pp |
| Employer contribution / active EE | $1,626 | $2,571-36.7% | $3,653-55.5% | $2,177-25.3% |
| Participant deferral / active EE | $4,707 | $3,108+51.4% | $4,236+11.1% | $3,514+34.0% |
| Admin fee / account holder | $2,385 | $624+282.5% | $5,794-58.8% | $847+181.6% |