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 | $33,194 | $103,376-67.9% | $87,100-61.9% | $152,861-78.3% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.9%+13.1pp | 82.4%+7.6pp |
| Annual return | 15.18% | 28.10%-12.9pp | 28.19%-13.0pp | 345.32%-330.1pp |
| Employer contribution / active EE | $6,723 | $3,220+108.8% | $2,521+166.7% | $4,762+41.2% |
| Participant deferral / active EE | $3,600 | $4,778-24.6% | $4,049-11.1% | $5,850-38.5% |
| Admin fee / account holder | $39,518 | $12,205+223.8% | $7,497+427.1% | $11,596+240.8% |