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 | $34,957 | $109,881-68.2% | $150,045-76.7% | $84,808-58.8% |
| Participation rate | 73.9% | 76.1%-2.2pp | 82.3%-8.4pp | 68.3%+5.6pp |
| Annual return | 19.65% | 28.25%-8.6pp | 62.55%-42.9pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,258 | $3,561-64.7% | $4,693-73.2% | $2,631-52.2% |
| Participant deferral / active EE | $4,843 | $6,636-27.0% | $7,997-39.4% | $4,212+15.0% |
| Admin fee / account holder | $314 | $8,568-96.3% | $13,435-97.7% | $7,344-95.7% |