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 | $29,347 | $90,503-67.6% | $78,689-62.7% | $273,961-89.3% |
| Participation rate | 94.1% | 76.5%+17.6pp | 73.6%+20.6pp | 83.0%+11.1pp |
| Annual return | 9.96% | 75.60%-65.6pp | 62.18%-52.2pp | 41.45%-31.5pp |
| Employer contribution / active EE | $2,736 | $3,176-13.9% | $2,851-4.0% | $4,869-43.8% |
| Participant deferral / active EE | $7,884 | $3,901+102.1% | $3,517+124.2% | $5,287+49.1% |
| Admin fee / account holder | $1,320 | $5,263-74.9% | $4,510-70.7% | $10,132-87.0% |