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 | $38,158 | $37,426+2.0% | $77,482-50.8% | $79,858-52.2% |
| Participation rate | 72.0% | 41.5%+30.5pp | 54.2%+17.8pp | 69.6%+2.4pp |
| Annual return | 17.09% | 39.70%-22.6pp | 54.79%-37.7pp | 31.71%-14.6pp |
| Employer contribution / active EE | $2,973 | $637+366.9% | $986+201.4% | $2,471+20.3% |
| Participant deferral / active EE | $5,159 | $1,260+309.4% | $1,861+177.2% | $3,740+37.9% |
| Admin fee / account holder | $6,740 | $2,504+169.2% | $2,858+135.8% | $5,306+27.0% |