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 | $32,378 | $112,881-71.3% | $90,951-64.4% | $158,922-79.6% |
| Participation rate | 78.6% | 74.7%+3.8pp | 69.0%+9.6pp | 82.0%-3.4pp |
| Annual return | 17.85% | 215.79%-197.9pp | 134.60%-116.8pp | 302.83%-285.0pp |
| Employer contribution / active EE | $871 | $2,893-69.9% | $2,122-59.0% | $4,761-81.7% |
| Participant deferral / active EE | $3,235 | $4,128-21.6% | $3,373-4.1% | $5,982-45.9% |
| Admin fee / account holder | $1,265 | $8,041-84.3% | $5,959-78.8% | $11,246-88.8% |