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 | $32,900 | $69,515-52.7% | $86,874-62.1% | $85,850-61.7% |
| Participation rate | 82.4% | 66.3%+16.0pp | 71.6%+10.7pp | 69.3%+13.0pp |
| Annual return | 16.20% | 20.12%-3.9pp | 63.52%-47.3pp | 318.53%-302.3pp |
| Employer contribution / active EE | $2,484 | $1,880+32.1% | $2,495-0.4% | $2,565-3.2% |
| Participant deferral / active EE | $3,388 | $2,919+16.1% | $3,699-8.4% | $3,952-14.3% |
| Admin fee / account holder | $6,459 | $5,972+8.2% | $5,828+10.8% | $6,260+3.2% |