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 | $38,888 | $78,705-50.6% | $117,854-67.0% | $70,131-44.5% |
| Participation rate | 73.5% | 73.2%+0.3pp | 79.7%-6.2pp | 69.5%+3.9pp |
| Annual return | 14.40% | 23.30%-8.9pp | 335.08%-320.7pp | 73.14%-58.7pp |
| Employer contribution / active EE | $558 | $2,223-74.9% | $3,786-85.3% | $2,342-76.2% |
| Participant deferral / active EE | $1,775 | $3,297-46.2% | $4,482-60.4% | $3,332-46.7% |
| Admin fee / account holder | $6,210 | $5,065+22.6% | $8,020-22.6% | $4,645+33.7% |