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 | $32,096 | $101,069-68.2% | $81,478-60.6% | $147,584-78.3% |
| Participation rate | 80.0% | 74.5%+5.5pp | 68.0%+12.0pp | 82.8%-2.8pp |
| Annual return | 18.06% | 32.40%-14.3pp | 38.78%-20.7pp | 578.55%-560.5pp |
| Employer contribution / active EE | $1,033 | $3,205-67.8% | $2,568-59.8% | $4,876-78.8% |
| Participant deferral / active EE | $2,704 | $4,242-36.2% | $3,537-23.5% | $5,439-50.3% |
| Admin fee / account holder | $2,433 | $5,812-58.1% | $4,561-46.7% | $10,885-77.7% |