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 | $33,968 | $95,193-64.3% | $76,523-55.6% | $135,375-74.9% |
| Participation rate | 76.5% | 74.4%+2.1pp | 68.0%+8.5pp | 82.6%-6.2pp |
| Annual return | 38.91% | 4.85%+34.1pp | -0.27%+39.2pp | 519.73%-480.8pp |
| Employer contribution / active EE | $2,076 | $3,302-37.1% | $2,647-21.6% | $4,779-56.6% |
| Participant deferral / active EE | $4,405 | $4,639-5.0% | $3,835+14.9% | $5,609-21.5% |
| Admin fee / account holder | $746 | $6,249-88.1% | $4,848-84.6% | $10,827-93.1% |