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 | $32,057 | $117,841-72.8% | $102,423-68.7% | $145,922-78.0% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 13.13% | 31.65%-18.5pp | 29.32%-16.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,495 | $3,615-3.3% | $3,023+15.6% | $4,660-25.0% |
| Participant deferral / active EE | $6,943 | $5,731+21.1% | $5,053+37.4% | $6,688+3.8% |
| Admin fee / account holder | $370 | $13,326-97.2% | $9,451-96.1% | $13,397-97.2% |