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 | $29,495 | $87,733-66.4% | $106,548-72.3% | $85,850-65.6% |
| Participation rate | 85.2% | 71.9%+13.3pp | 76.1%+9.1pp | 69.3%+15.9pp |
| Annual return | 14.05% | 21.86%-7.8pp | 26.80%-12.8pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,778 | $2,073-14.3% | $2,819-36.9% | $2,565-30.7% |
| Participant deferral / active EE | $2,532 | $3,469-27.0% | $4,398-42.4% | $3,952-35.9% |
| Admin fee / account holder | $1,200 | $6,767-82.3% | $7,407-83.8% | $6,260-80.8% |