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 | $44,809 | $60,022-25.3% | $88,946-49.6% | $84,808-47.2% |
| Participation rate | 91.2% | 57.8%+33.3pp | 68.8%+22.3pp | 68.3%+22.9pp |
| Annual return | 18.59% | 22.43%-3.8pp | 57.82%-39.2pp | 40.90%-22.3pp |
| Employer contribution / active EE | $883 | $1,703-48.1% | $2,555-65.4% | $2,631-66.4% |
| Participant deferral / active EE | $2,120 | $3,114-31.9% | $4,581-53.7% | $4,212-49.7% |
| Admin fee / account holder | $1,602 | $4,811-66.7% | $8,261-80.6% | $7,344-78.2% |