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 | $39,191 | $80,717-51.4% | $154,803-74.7% | $84,808-53.8% |
| Participation rate | 72.2% | 66.8%+5.3pp | 78.1%-5.9pp | 68.3%+3.8pp |
| Annual return | 16.87% | 37.96%-21.1pp | 58.88%-42.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,615 | $2,761-41.5% | $4,305-62.5% | $2,631-38.6% |
| Participant deferral / active EE | $2,938 | $3,303-11.0% | $5,540-47.0% | $4,212-30.2% |
| Admin fee / account holder | $2,439 | $6,746-63.8% | $14,329-83.0% | $7,344-66.8% |