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 | $32,283 | $106,515-69.7% | $96,683-66.6% | $139,434-76.8% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 11.00% | 38.43%-27.4pp | 35.69%-24.7pp | 372.94%-361.9pp |
| Employer contribution / active EE | $7,330 | $4,103+78.7% | $3,737+96.2% | $4,751+54.3% |
| Participant deferral / active EE | $1,790 | $5,454-67.2% | $4,878-63.3% | $6,710-73.3% |
| Admin fee / account holder | $2,929 | $7,877-62.8% | $6,730-56.5% | $11,403-74.3% |