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 | $31,286 | $228,332-86.3% | $185,823-83.2% | $158,922-80.3% |
| Participation rate | 81.8% | 82.3%-0.5pp | 78.0%+3.8pp | 82.0%-0.1pp |
| Annual return | 17.74% | 40.80%-23.1pp | 35.95%-18.2pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,146 | $4,967-76.9% | $4,087-72.0% | $4,761-75.9% |
| Participant deferral / active EE | $3,691 | $6,415-42.5% | $5,632-34.5% | $5,982-38.3% |
| Admin fee / account holder | $349 | $11,864-97.1% | $9,500-96.3% | $11,246-96.9% |