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 | $35,498 | $103,376-65.7% | $87,100-59.2% | $152,861-76.8% |
| Participation rate | 94.4% | 79.3%+15.1pp | 76.9%+17.6pp | 82.4%+12.0pp |
| Annual return | 17.71% | 28.10%-10.4pp | 28.19%-10.5pp | 345.32%-327.6pp |
| Employer contribution / active EE | $4,327 | $3,220+34.4% | $2,521+71.6% | $4,762-9.1% |
| Participant deferral / active EE | $3,845 | $4,778-19.5% | $4,049-5.0% | $5,850-34.3% |
| Admin fee / account holder | $2,635 | $12,205-78.4% | $7,497-64.8% | $11,596-77.3% |