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 | $28,670 | $74,888-61.7% | $71,209-59.7% | $142,382-79.9% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.1%+4.5pp |
| Annual return | 20.63% | 345.14%-324.5pp | 282.51%-261.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,861 | $2,854+0.2% | $2,721+5.2% | $4,299-33.4% |
| Participant deferral / active EE | $3,407 | $4,454-23.5% | $4,175-18.4% | $6,507-47.6% |
| Admin fee / account holder | $5,378 | $5,568-3.4% | $5,349+0.5% | $12,624-57.4% |