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 | $31,678 | $80,968-60.9% | $96,544-67.2% | $75,163-57.9% |
| Participation rate | 97.8% | 71.8%+26.0pp | 76.0%+21.8pp | 67.2%+30.6pp |
| Annual return | 16.14% | 27.06%-10.9pp | 25.84%-9.7pp | 160.62%-144.5pp |
| Employer contribution / active EE | $3,787 | $2,282+66.0% | $2,965+27.7% | $2,670+41.8% |
| Participant deferral / active EE | $5,709 | $3,928+45.3% | $4,851+17.7% | $4,125+38.4% |
| Admin fee / account holder | $1,590 | $6,724-76.4% | $8,252-80.7% | $5,651-71.9% |