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 | $33,719 | $93,571-64.0% | $135,903-75.2% | $75,163-55.1% |
| Participation rate | 88.9% | 75.2%+13.7pp | 81.9%+7.0pp | 67.2%+21.7pp |
| Annual return | 16.28% | 30.90%-14.6pp | 68.23%-51.9pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,244 | $3,537-64.8% | $4,856-74.4% | $2,670-53.4% |
| Participant deferral / active EE | $3,190 | $6,404-50.2% | $7,758-58.9% | $4,125-22.7% |
| Admin fee / account holder | $4,558 | $6,975-34.6% | $10,762-57.6% | $5,651-19.3% |