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 | $27,983 | $80,968-65.4% | $96,544-71.0% | $75,163-62.8% |
| Participation rate | 76.4% | 71.8%+4.6pp | 76.0%+0.4pp | 67.2%+9.2pp |
| Annual return | 15.02% | 27.06%-12.0pp | 25.84%-10.8pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,635 | $2,282-28.3% | $2,965-44.8% | $2,670-38.7% |
| Participant deferral / active EE | $3,094 | $3,928-21.2% | $4,851-36.2% | $4,125-25.0% |
| Admin fee / account holder | $1,115 | $6,724-83.4% | $8,252-86.5% | $5,651-80.3% |