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 | $37,035 | $93,571-60.4% | $135,903-72.7% | $75,163-50.7% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 17.20% | 30.90%-13.7pp | 68.23%-51.0pp | 160.62%-143.4pp |
| Employer contribution / active EE | $1,081 | $3,537-69.4% | $4,856-77.7% | $2,670-59.5% |
| Participant deferral / active EE | $4,003 | $6,404-37.5% | $7,758-48.4% | $4,125-3.0% |
| Admin fee / account holder | $3,122 | $6,975-55.2% | $10,762-71.0% | $5,651-44.7% |