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 | $28,895 | $73,933-60.9% | $96,683-70.1% | $75,163-61.6% |
| Participation rate | 91.9% | 66.4%+25.5pp | 74.3%+17.5pp | 67.2%+24.7pp |
| Annual return | 14.64% | 26.70%-12.1pp | 35.69%-21.1pp | 160.62%-146.0pp |
| Employer contribution / active EE | $3,634 | $2,928+24.1% | $3,737-2.7% | $2,670+36.1% |
| Participant deferral / active EE | $1,810 | $3,659-50.5% | $4,878-62.9% | $4,125-56.1% |
| Admin fee / account holder | $3,275 | $5,216-37.2% | $6,730-51.3% | $5,651-42.0% |