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 | $28,866 | $105,859-72.7% | $90,160-68.0% | $147,584-80.4% |
| Participation rate | 86.7% | 79.7%+6.9pp | 76.9%+9.8pp | 82.8%+3.8pp |
| Annual return | 19.33% | 37.63%-18.3pp | 34.88%-15.6pp | 578.55%-559.2pp |
| Employer contribution / active EE | $1,895 | $4,126-54.1% | $3,318-42.9% | $4,876-61.1% |
| Participant deferral / active EE | $4,925 | $5,733-14.1% | $5,288-6.9% | $5,439-9.5% |
| Admin fee / account holder | $696 | $8,046-91.4% | $5,943-88.3% | $10,885-93.6% |