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 | $29,302 | $99,341-70.5% | $84,750-65.4% | $273,961-89.3% |
| Participation rate | 89.5% | 80.7%+8.8pp | 76.6%+12.9pp | 83.0%+6.5pp |
| Annual return | 3.29% | 22.93%-19.6pp | 22.78%-19.5pp | 41.45%-38.2pp |
| Employer contribution / active EE | $1,613 | $4,214-61.7% | $3,574-54.9% | $4,869-66.9% |
| Participant deferral / active EE | $3,758 | $4,269-12.0% | $3,712+1.2% | $5,287-28.9% |
| Admin fee / account holder | $626 | $6,644-90.6% | $5,332-88.3% | $10,132-93.8% |