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 | $39,318 | $72,492-45.8% | $87,100-54.9% | $72,985-46.1% |
| Participation rate | 89.3% | 72.8%+16.5pp | 76.9%+12.4pp | 69.5%+19.8pp |
| Annual return | 19.98% | 24.46%-4.5pp | 28.19%-8.2pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,009 | $1,894-46.7% | $2,521-60.0% | $2,440-58.7% |
| Participant deferral / active EE | $2,222 | $3,270-32.0% | $4,049-45.1% | $3,607-38.4% |
| Admin fee / account holder | $305 | $5,055-94.0% | $7,497-95.9% | $5,124-94.1% |