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 | $33,389 | $127,065-73.7% | $113,168-70.5% | $142,382-76.5% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 21.38% | 24.03%-2.6pp | 24.27%-2.9pp | 217.08%-195.7pp |
| Employer contribution / active EE | $3,075 | $3,442-10.7% | $2,975+3.3% | $4,299-28.5% |
| Participant deferral / active EE | $10,100 | $5,716+76.7% | $5,107+97.8% | $6,507+55.2% |
| Admin fee / account holder | $351 | $15,736-97.8% | $12,068-97.1% | $12,624-97.2% |