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 | $28,591 | $92,222-69.0% | $76,768-62.8% | $135,375-78.9% |
| Participation rate | 84.6% | 79.8%+4.8pp | 77.0%+7.7pp | 82.6%+2.0pp |
| Annual return | 10.60% | 5.46%+5.1pp | 2.43%+8.2pp | 519.73%-509.1pp |
| Employer contribution / active EE | $1,015 | $3,216-68.4% | $2,485-59.2% | $4,779-78.8% |
| Participant deferral / active EE | $4,148 | $4,509-8.0% | $3,852+7.7% | $5,609-26.0% |
| Admin fee / account holder | $678 | $10,748-93.7% | $6,675-89.8% | $10,827-93.7% |