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 | $31,334 | $96,965-67.7% | $97,995-68.0% | $147,584-78.8% |
| Participation rate | 75.0% | 83.6%-8.6pp | 82.4%-7.4pp | 82.8%-7.8pp |
| Annual return | 11.40% | 24.11%-12.7pp | 23.94%-12.5pp | 578.55%-567.2pp |
| Employer contribution / active EE | $1,751 | $4,536-61.4% | $4,158-57.9% | $4,876-64.1% |
| Participant deferral / active EE | $2,637 | $5,081-48.1% | $5,097-48.3% | $5,439-51.5% |
| Admin fee / account holder | $2,966 | $8,120-63.5% | $5,943-50.1% | $10,885-72.8% |