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 | $30,702 | $127,065-75.8% | $113,168-72.9% | $142,382-78.4% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 18.80% | 24.03%-5.2pp | 24.27%-5.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,390 | $3,442-59.6% | $2,975-53.3% | $4,299-67.7% |
| Participant deferral / active EE | $2,482 | $5,716-56.6% | $5,107-51.4% | $6,507-61.9% |
| Admin fee / account holder | $695 | $15,736-95.6% | $12,068-94.2% | $12,624-94.5% |