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 | $30,394 | $63,346-52.0% | $92,233-67.0% | $70,131-56.7% |
| Participation rate | 74.0% | 68.7%+5.3pp | 76.5%-2.5pp | 69.5%+4.5pp |
| Annual return | 17.79% | 530.12%-512.3pp | 176.28%-158.5pp | 73.14%-55.3pp |
| Employer contribution / active EE | $946 | $2,471-61.7% | $3,679-74.3% | $2,342-59.6% |
| Participant deferral / active EE | $2,834 | $2,854-0.7% | $3,897-27.3% | $3,332-14.9% |
| Admin fee / account holder | $1,036 | $3,840-73.0% | $5,194-80.1% | $4,645-77.7% |