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 | $28,132 | $217,402-87.1% | $185,823-84.9% | $167,490-83.2% |
| Participation rate | 89.5% | 86.0%+3.4pp | 81.7%+7.8pp | 82.1%+7.4pp |
| Annual return | 14.68% | 148.36%-133.7pp | 122.05%-107.4pp | 478.56%-463.9pp |
| Employer contribution / active EE | $1,887 | $5,873-67.9% | $5,167-63.5% | $4,837-61.0% |
| Participant deferral / active EE | $2,805 | $6,356-55.9% | $5,568-49.6% | $6,341-55.8% |
| Admin fee / account holder | $1,777 | $19,811-91.0% | $16,237-89.1% | $12,309-85.6% |