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 7-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 | $31,476 | $111,754-71.8% | $103,333-69.5% | $145,922-78.4% |
| Participation rate | 70.6% | 77.9%-7.3pp | 74.5%-3.9pp | 80.3%-9.7pp |
| Annual return | 9.42% | 24.77%-15.4pp | 24.88%-15.5pp | 561.29%-551.9pp |
| Employer contribution / active EE | $3,086 | $4,212-26.7% | $3,868-20.2% | $4,660-33.8% |
| Participant deferral / active EE | $7,042 | $5,619+25.3% | $5,057+39.2% | $6,688+5.3% |
| Admin fee / account holder | $2,564 | $9,750-73.7% | $8,355-69.3% | $13,397-80.9% |