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 | $38,726 | $127,065-69.5% | $113,168-65.8% | $142,382-72.8% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 15.29% | 24.03%-8.7pp | 24.27%-9.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,649 | $3,442-52.1% | $2,975-44.6% | $4,299-61.7% |
| Participant deferral / active EE | $2,633 | $5,716-53.9% | $5,107-48.4% | $6,507-59.5% |
| Admin fee / account holder | $3,763 | $15,736-76.1% | $12,068-68.8% | $12,624-70.2% |