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 | $31,196 | $135,952-77.1% | $123,892-74.8% | $273,961-88.6% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 9.89% | 56.63%-46.7pp | 47.52%-37.6pp | 41.45%-31.6pp |
| Employer contribution / active EE | $1,294 | $5,170-75.0% | $4,617-72.0% | $4,869-73.4% |
| Participant deferral / active EE | $8,215 | $6,343+29.5% | $5,984+37.3% | $5,287+55.4% |
| Admin fee / account holder | $304 | $9,817-96.9% | $8,357-96.4% | $10,132-97.0% |