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 | $35,772 | $71,050-49.7% | $93,606-61.8% | $80,856-55.8% |
| Participation rate | 77.1% | 60.4%+16.7pp | 68.7%+8.4pp | 67.6%+9.5pp |
| Annual return | 14.56% | 11.26%+3.3pp | 133.20%-118.6pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,429 | $1,564-8.6% | $2,420-41.0% | $2,755-48.1% |
| Participant deferral / active EE | $1,402 | $4,034-65.2% | $4,411-68.2% | $4,296-67.4% |
| Admin fee / account holder | $4,029 | $6,945-42.0% | $8,285-51.4% | $6,918-41.8% |