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 | $40,837 | $32,037+27.5% | $69,182-41.0% | $62,891-35.1% |
| Participation rate | 97.9% | 43.4%+54.5pp | 55.1%+42.8pp | 69.3%+28.6pp |
| Annual return | 6.23% | 15.16%-8.9pp | -21.93%+28.2pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,777 | $679+161.6% | $1,206+47.3% | $2,281-22.1% |
| Participant deferral / active EE | $1,377 | $1,185+16.2% | $1,897-27.4% | $3,203-57.0% |
| Admin fee / account holder | $2,488 | $2,608-4.6% | $2,697-7.8% | $4,296-42.1% |