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 | $35,759 | $181,894-80.3% | $156,549-77.2% | $273,961-86.9% |
| Participation rate | 82.4% | 88.4%-6.0pp | 84.0%-1.7pp | 83.0%-0.7pp |
| Annual return | 7.16% | 30.74%-23.6pp | 32.23%-25.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $3,304 | $6,248-47.1% | $5,501-39.9% | $4,869-32.1% |
| Participant deferral / active EE | $4,854 | $5,550-12.5% | $4,871-0.3% | $5,287-8.2% |
| Admin fee / account holder | $377 | $15,559-97.6% | $13,027-97.1% | $10,132-96.3% |