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 | $40,466 | $63,861-36.6% | $104,607-61.3% | $79,858-49.3% |
| Participation rate | 91.6% | 64.9%+26.6pp | 74.1%+17.5pp | 69.6%+21.9pp |
| Annual return | 10.91% | 21.30%-10.4pp | 340.46%-329.6pp | 31.71%-20.8pp |
| Employer contribution / active EE | $543 | $1,588-65.8% | $2,681-79.7% | $2,471-78.0% |
| Participant deferral / active EE | $1,557 | $2,693-42.2% | $3,740-58.4% | $3,740-58.4% |
| Admin fee / account holder | $2,761 | $4,185-34.0% | $6,473-57.3% | $5,306-48.0% |