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 6-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 | $31,582 | $106,515-70.3% | $96,683-67.3% | $139,434-77.4% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 13.25% | 38.43%-25.2pp | 35.69%-22.4pp | 372.94%-359.7pp |
| Employer contribution / active EE | $1,309 | $4,103-68.1% | $3,737-65.0% | $4,751-72.4% |
| Participant deferral / active EE | $2,776 | $5,454-49.1% | $4,878-43.1% | $6,710-58.6% |
| Admin fee / account holder | $4,552 | $7,877-42.2% | $6,730-32.4% | $11,403-60.1% |