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 | $42,188 | $60,022-29.7% | $88,946-52.6% | $84,808-50.3% |
| Participation rate | 97.3% | 57.8%+39.5pp | 68.8%+28.4pp | 68.3%+29.0pp |
| Annual return | 15.58% | 22.43%-6.9pp | 57.82%-42.2pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,041 | $1,703-38.9% | $2,555-59.3% | $2,631-60.4% |
| Participant deferral / active EE | $4,318 | $3,114+38.7% | $4,581-5.7% | $4,212+2.5% |
| Admin fee / account holder | $2,241 | $4,811-53.4% | $8,261-72.9% | $7,344-69.5% |