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 | $38,136 | $135,952-71.9% | $123,892-69.2% | $273,961-86.1% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 12.55% | 56.63%-44.1pp | 47.52%-35.0pp | 41.45%-28.9pp |
| Employer contribution / active EE | $2,046 | $5,170-60.4% | $4,617-55.7% | $4,869-58.0% |
| Participant deferral / active EE | $4,778 | $6,343-24.7% | $5,984-20.2% | $5,287-9.6% |
| Admin fee / account holder | $808 | $9,817-91.8% | $8,357-90.3% | $10,132-92.0% |