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 | $31,864 | $140,940-77.4% | $112,229-71.6% | $139,434-77.1% |
| Participation rate | 85.7% | 79.2%+6.5pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 15.02% | 32.71%-17.7pp | 30.20%-15.2pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,418 | $4,283-66.9% | $3,430-58.7% | $4,751-70.1% |
| Participant deferral / active EE | $2,876 | $5,874-51.0% | $4,798-40.0% | $6,710-57.1% |
| Admin fee / account holder | $487 | $9,954-95.1% | $7,748-93.7% | $11,403-95.7% |