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 | $30,566 | $104,664-70.8% | $85,682-64.3% | $167,490-81.8% |
| Participation rate | 71.4% | 76.4%-4.9pp | 69.9%+1.6pp | 82.1%-10.7pp |
| Annual return | 10.19% | 21.45%-11.3pp | 21.49%-11.3pp | 478.56%-468.4pp |
| Employer contribution / active EE | $1,348 | $3,337-59.6% | $2,618-48.5% | $4,837-72.1% |
| Participant deferral / active EE | $2,393 | $4,824-50.4% | $3,923-39.0% | $6,341-62.3% |
| Admin fee / account holder | $4,098 | $10,032-59.2% | $6,873-40.4% | $12,309-66.7% |