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 | $30,145 | $77,634-61.2% | $156,549-80.7% | $62,891-52.1% |
| Participation rate | 71.4% | 71.2%+0.2pp | 84.0%-12.6pp | 69.3%+2.1pp |
| Annual return | 6.72% | 50.32%-43.6pp | 32.23%-25.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,796 | $3,444-47.9% | $5,501-67.4% | $2,281-21.3% |
| Participant deferral / active EE | $2,571 | $3,045-15.6% | $4,871-47.2% | $3,203-19.7% |
| Admin fee / account holder | $769 | $5,561-86.2% | $13,027-94.1% | $4,296-82.1% |