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 | $37,332 | $80,717-53.7% | $154,803-75.9% | $84,808-56.0% |
| Participation rate | 89.8% | 66.8%+23.0pp | 78.1%+11.8pp | 68.3%+21.5pp |
| Annual return | 20.21% | 37.96%-17.7pp | 58.88%-38.7pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,754 | $2,761-36.5% | $4,305-59.3% | $2,631-33.3% |
| Participant deferral / active EE | $1,924 | $3,303-41.8% | $5,540-65.3% | $4,212-54.3% |
| Admin fee / account holder | $6,045 | $6,746-10.4% | $14,329-57.8% | $7,344-17.7% |