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 | $35,966 | $80,968-55.6% | $96,544-62.7% | $75,163-52.1% |
| Participation rate | 88.0% | 71.8%+16.2pp | 76.0%+12.0pp | 67.2%+20.8pp |
| Annual return | 16.20% | 27.06%-10.9pp | 25.84%-9.6pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,130 | $2,282-50.5% | $2,965-61.9% | $2,670-57.7% |
| Participant deferral / active EE | $2,044 | $3,928-48.0% | $4,851-57.9% | $4,125-50.4% |
| Admin fee / account holder | $4,818 | $6,724-28.4% | $8,252-41.6% | $5,651-14.7% |