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 | $30,969 | $165,335-81.3% | $149,696-79.3% | $158,922-80.5% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 12.30% | 348.15%-335.8pp | 276.60%-264.3pp | 302.83%-290.5pp |
| Employer contribution / active EE | $2,034 | $5,103-60.1% | $4,644-56.2% | $4,761-57.3% |
| Participant deferral / active EE | $2,680 | $7,181-62.7% | $6,842-60.8% | $5,982-55.2% |
| Admin fee / account holder | $584 | $10,807-94.6% | $9,309-93.7% | $11,246-94.8% |