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 | $32,305 | $103,376-68.8% | $87,100-62.9% | $152,861-78.9% |
| Participation rate | 76.9% | 79.3%-2.4pp | 76.9%+0.1pp | 82.4%-5.5pp |
| Annual return | 18.59% | 28.10%-9.5pp | 28.19%-9.6pp | 345.32%-326.7pp |
| Employer contribution / active EE | $1,360 | $3,220-57.8% | $2,521-46.1% | $4,762-71.4% |
| Participant deferral / active EE | $3,139 | $4,778-34.3% | $4,049-22.5% | $5,850-46.3% |
| Admin fee / account holder | $2,672 | $12,205-78.1% | $7,497-64.4% | $11,596-77.0% |