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 | $28,080 | $103,376-72.8% | $87,100-67.8% | $152,861-81.6% |
| Participation rate | 88.2% | 79.3%+8.9pp | 76.9%+11.4pp | 82.4%+5.8pp |
| Annual return | 22.46% | 28.10%-5.6pp | 28.19%-5.7pp | 345.32%-322.9pp |
| Employer contribution / active EE | $7,671 | $3,220+138.2% | $2,521+204.2% | $4,762+61.1% |
| Participant deferral / active EE | $5,870 | $4,778+22.9% | $4,049+45.0% | $5,850+0.3% |
| Admin fee / account holder | $341 | $12,205-97.2% | $7,497-95.5% | $11,596-97.1% |