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 | $28,684 | $101,069-71.6% | $81,478-64.8% | $147,584-80.6% |
| Participation rate | 71.4% | 74.5%-3.0pp | 68.0%+3.5pp | 82.8%-11.4pp |
| Annual return | 30.08% | 32.40%-2.3pp | 38.78%-8.7pp | 578.55%-548.5pp |
| Employer contribution / active EE | $2,649 | $3,205-17.4% | $2,568+3.1% | $4,876-45.7% |
| Participant deferral / active EE | $3,780 | $4,242-10.9% | $3,537+6.9% | $5,439-30.5% |
| Admin fee / account holder | $1,437 | $5,812-75.3% | $4,561-68.5% | $10,885-86.8% |