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 | $29,487 | $81,248-63.7% | $155,509-81.0% | $80,856-63.5% |
| Participation rate | 88.1% | 66.2%+21.9pp | 78.2%+9.9pp | 67.6%+20.5pp |
| Annual return | 11.33% | 33.31%-22.0pp | 64.67%-53.3pp | 35.59%-24.3pp |
| Employer contribution / active EE | $722 | $3,100-76.7% | $4,672-84.6% | $2,755-73.8% |
| Participant deferral / active EE | $2,963 | $3,452-14.2% | $5,626-47.3% | $4,296-31.0% |
| Admin fee / account holder | $3,501 | $7,997-56.2% | $15,912-78.0% | $6,918-49.4% |