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 9-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 | $28,090 | $116,175-75.8% | $93,606-70.0% | $152,861-81.6% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 28.50% | 35.96%-7.5pp | 32.76%-4.3pp | 345.32%-316.8pp |
| Employer contribution / active EE | $2,884 | $3,218-10.4% | $2,718+6.1% | $4,762-39.4% |
| Participant deferral / active EE | $7,460 | $4,603+62.0% | $4,069+83.3% | $5,850+27.5% |
| Admin fee / account holder | $481 | $10,748-95.5% | $7,888-93.9% | $11,596-95.9% |