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 | $29,804 | $91,190-67.3% | $178,490-83.3% | $79,858-62.7% |
| Participation rate | 88.0% | 69.2%+18.8pp | 81.9%+6.1pp | 69.6%+18.4pp |
| Annual return | 37.72% | 24.19%+13.5pp | 151.07%-113.3pp | 31.71%+6.0pp |
| Employer contribution / active EE | $2,175 | $3,256-33.2% | $5,011-56.6% | $2,471-12.0% |
| Participant deferral / active EE | $4,230 | $3,236+30.7% | $5,202-18.7% | $3,740+13.1% |
| Admin fee / account holder | $543 | $6,751-92.0% | $13,984-96.1% | $5,306-89.8% |