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 | $35,903 | $45,073-20.3% | $69,455-48.3% | $72,985-50.8% |
| Participation rate | 84.9% | 68.5%+16.4pp | 74.6%+10.3pp | 69.5%+15.4pp |
| Annual return | 23.37% | 22.65%+0.7pp | 28.97%-5.6pp | 81.00%-57.6pp |
| Employer contribution / active EE | $1,054 | $2,054-48.7% | $2,779-62.1% | $2,440-56.8% |
| Participant deferral / active EE | $1,622 | $2,602-37.6% | $3,535-54.1% | $3,607-55.0% |
| Admin fee / account holder | $915 | $3,056-70.1% | $3,839-76.2% | $5,124-82.1% |