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 7-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 | $30,241 | $111,754-72.9% | $103,333-70.7% | $145,922-79.3% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.5pp |
| Annual return | 10.16% | 24.77%-14.6pp | 24.88%-14.7pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,161 | $4,212-48.7% | $3,868-44.1% | $4,660-53.6% |
| Participant deferral / active EE | $4,029 | $5,619-28.3% | $5,057-20.3% | $6,688-39.8% |
| Admin fee / account holder | $8,836 | $9,750-9.4% | $8,355+5.8% | $13,397-34.0% |