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 | $36,601 | $80,968-54.8% | $96,544-62.1% | $75,163-51.3% |
| Participation rate | 88.8% | 71.8%+17.0pp | 76.0%+12.8pp | 67.2%+21.6pp |
| Annual return | 18.65% | 27.06%-8.4pp | 25.84%-7.2pp | 160.62%-142.0pp |
| Employer contribution / active EE | $729 | $2,282-68.0% | $2,965-75.4% | $2,670-72.7% |
| Participant deferral / active EE | $3,652 | $3,928-7.0% | $4,851-24.7% | $4,125-11.5% |
| Admin fee / account holder | $946 | $6,724-85.9% | $8,252-88.5% | $5,651-83.3% |