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 | $30,004 | $53,127-43.5% | $86,590-65.3% | $70,131-57.2% |
| Participation rate | 97.0% | 65.3%+31.7pp | 73.5%+23.4pp | 69.5%+27.4pp |
| Annual return | 14.27% | 27.66%-13.4pp | 964.84%-950.6pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,543 | $2,068-25.4% | $2,839-45.7% | $2,342-34.1% |
| Participant deferral / active EE | $942 | $2,696-65.1% | $3,609-73.9% | $3,332-71.7% |
| Admin fee / account holder | $3,156 | $3,585-12.0% | $4,906-35.7% | $4,645-32.1% |