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 8-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 | $30,104 | $106,515-71.7% | $96,683-68.9% | $139,434-78.4% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 19.10% | 38.43%-19.3pp | 35.69%-16.6pp | 372.94%-353.8pp |
| Employer contribution / active EE | $1,937 | $4,103-52.8% | $3,737-48.2% | $4,751-59.2% |
| Participant deferral / active EE | $2,390 | $5,454-56.2% | $4,878-51.0% | $6,710-64.4% |
| Admin fee / account holder | $422 | $7,877-94.6% | $6,730-93.7% | $11,403-96.3% |