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 | $33,549 | $127,777-73.7% | $106,548-68.5% | $167,490-80.0% |
| Participation rate | 83.3% | 78.3%+5.1pp | 76.1%+7.2pp | 82.1%+1.2pp |
| Annual return | 15.19% | 33.87%-18.7pp | 26.80%-11.6pp | 478.56%-463.4pp |
| Employer contribution / active EE | $1,347 | $3,427-60.7% | $2,819-52.2% | $4,837-72.2% |
| Participant deferral / active EE | $1,924 | $5,087-62.2% | $4,398-56.3% | $6,341-69.7% |
| Admin fee / account holder | $632 | $11,228-94.4% | $7,407-91.5% | $12,309-94.9% |