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 | $33,421 | $154,117-78.3% | $129,995-74.3% | $139,434-76.0% |
| Participation rate | 73.3% | 82.0%-8.6pp | 78.5%-5.2pp | 80.3%-7.0pp |
| Annual return | 13.76% | 32.48%-18.7pp | -137.18%+150.9pp | 372.94%-359.2pp |
| Employer contribution / active EE | $1,155 | $5,289-78.2% | $4,320-73.3% | $4,751-75.7% |
| Participant deferral / active EE | $4,518 | $6,710-32.7% | $5,820-22.4% | $6,710-32.7% |
| Admin fee / account holder | $496 | $14,007-96.5% | $10,614-95.3% | $11,403-95.7% |