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 | $30,434 | $81,947-62.9% | $105,387-71.1% | $72,985-58.3% |
| Participation rate | 73.3% | 76.5%-3.2pp | 82.6%-9.2pp | 69.5%+3.8pp |
| Annual return | 135.32% | 42.90%+92.4pp | 26.82%+108.5pp | 81.00%+54.3pp |
| Employer contribution / active EE | $1,533 | $3,468-55.8% | $4,213-63.6% | $2,440-37.2% |
| Participant deferral / active EE | $4,360 | $4,494-3.0% | $5,502-20.8% | $3,607+20.9% |
| Admin fee / account holder | $426 | $6,258-93.2% | $6,559-93.5% | $5,124-91.7% |