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 | $28,713 | $77,899-63.1% | $149,673-80.8% | $75,163-61.8% |
| Participation rate | 72.7% | 65.6%+7.1pp | 78.8%-6.0pp | 67.2%+5.5pp |
| Annual return | 13.96% | 31.72%-17.8pp | 134.42%-120.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,464 | $3,137-53.3% | $4,818-69.6% | $2,670-45.2% |
| Participant deferral / active EE | $2,477 | $3,411-27.4% | $5,680-56.4% | $4,125-40.0% |
| Admin fee / account holder | $5,182 | $5,956-13.0% | $13,210-60.8% | $5,651-8.3% |