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 | $34,961 | $124,281-71.9% | $109,143-68.0% | $167,490-79.1% |
| Participation rate | 71.4% | 79.4%-8.0pp | 75.9%-4.4pp | 82.1%-10.7pp |
| Annual return | 10.98% | 26.04%-15.1pp | 25.75%-14.8pp | 478.56%-467.6pp |
| Employer contribution / active EE | $916 | $4,207-78.2% | $3,722-75.4% | $4,837-81.1% |
| Participant deferral / active EE | $2,111 | $5,255-59.8% | $4,653-54.6% | $6,341-66.7% |
| Admin fee / account holder | $1,360 | $7,970-82.9% | $6,752-79.9% | $12,309-89.0% |