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 | $39,190 | $83,477-53.1% | $125,175-68.7% | $72,985-46.3% |
| Participation rate | 76.7% | 73.3%+3.4pp | 79.8%-3.1pp | 69.5%+7.2pp |
| Annual return | 18.12% | 25.78%-7.7pp | 43.79%-25.7pp | 81.00%-62.9pp |
| Employer contribution / active EE | $682 | $2,345-70.9% | $3,865-82.4% | $2,440-72.1% |
| Participant deferral / active EE | $2,997 | $3,585-16.4% | $4,937-39.3% | $3,607-16.9% |
| Admin fee / account holder | $391 | $5,517-92.9% | $9,702-96.0% | $5,124-92.4% |