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 | $28,187 | $77,634-63.7% | $156,549-82.0% | $62,891-55.2% |
| Participation rate | 77.4% | 71.2%+6.2pp | 84.0%-6.6pp | 69.3%+8.1pp |
| Annual return | 9.82% | 50.32%-40.5pp | 32.23%-22.4pp | 20.14%-10.3pp |
| Employer contribution / active EE | $1,802 | $3,444-47.7% | $5,501-67.3% | $2,281-21.0% |
| Participant deferral / active EE | $927 | $3,045-69.6% | $4,871-81.0% | $3,203-71.1% |
| Admin fee / account holder | $2,821 | $5,561-49.3% | $13,027-78.3% | $4,296-34.3% |