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 | $30,956 | $89,355-65.4% | $141,162-78.1% | $72,985-57.6% |
| Participation rate | 71.2% | 75.1%-4.0pp | 82.5%-11.3pp | 69.5%+1.7pp |
| Annual return | 24.58% | 111.85%-87.3pp | 71.39%-46.8pp | 81.00%-56.4pp |
| Employer contribution / active EE | $948 | $3,114-69.5% | $4,735-80.0% | $2,440-61.1% |
| Participant deferral / active EE | $3,585 | $5,418-33.8% | $6,709-46.6% | $3,607-0.6% |
| Admin fee / account holder | $6,786 | $5,958+13.9% | $10,261-33.9% | $5,124+32.4% |