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 | $32,532 | $103,376-68.5% | $87,100-62.7% | $152,861-78.7% |
| Participation rate | 92.9% | 79.3%+13.5pp | 76.9%+16.0pp | 82.4%+10.4pp |
| Annual return | 21.99% | 28.10%-6.1pp | 28.19%-6.2pp | 345.32%-323.3pp |
| Employer contribution / active EE | $2,750 | $3,220-14.6% | $2,521+9.1% | $4,762-42.3% |
| Participant deferral / active EE | $6,872 | $4,778+43.8% | $4,049+69.7% | $5,850+17.5% |
| Admin fee / account holder | $394 | $12,205-96.8% | $7,497-94.7% | $11,596-96.6% |