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 | $30,685 | $68,547-55.2% | $120,354-74.5% | $80,856-62.0% |
| Participation rate | 72.7% | 61.6%+11.1pp | 71.9%+0.8pp | 67.6%+5.1pp |
| Annual return | 13.29% | 23.60%-10.3pp | 107.15%-93.9pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,180 | $2,051-42.5% | $3,463-65.9% | $2,755-57.2% |
| Participant deferral / active EE | $2,553 | $3,173-19.6% | $4,991-48.9% | $4,296-40.6% |
| Admin fee / account holder | $2,203 | $5,732-61.6% | $9,423-76.6% | $6,918-68.1% |