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 | $42,136 | $58,512-28.0% | $84,015-49.8% | $72,985-42.3% |
| Participation rate | 78.7% | 61.2%+17.5pp | 69.0%+9.7pp | 69.5%+9.2pp |
| Annual return | 17.02% | 28.93%-11.9pp | 71.31%-54.3pp | 81.00%-64.0pp |
| Employer contribution / active EE | $935 | $1,163-19.6% | $1,983-52.8% | $2,440-61.7% |
| Participant deferral / active EE | $2,397 | $2,394+0.1% | $3,239-26.0% | $3,607-33.6% |
| Admin fee / account holder | $315 | $4,569-93.1% | $6,101-94.8% | $5,124-93.9% |