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 | $29,118 | $103,376-71.8% | $87,100-66.6% | $152,861-81.0% |
| Participation rate | 82.4% | 79.3%+3.0pp | 76.9%+5.5pp | 82.4%-0.1pp |
| Annual return | 22.67% | 28.10%-5.4pp | 28.19%-5.5pp | 345.32%-322.6pp |
| Employer contribution / active EE | $1,304 | $3,220-59.5% | $2,521-48.3% | $4,762-72.6% |
| Participant deferral / active EE | $2,980 | $4,778-37.6% | $4,049-26.4% | $5,850-49.1% |
| Admin fee / account holder | $1,251 | $12,205-89.8% | $7,497-83.3% | $11,596-89.2% |