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 | $30,327 | $107,334-71.7% | $92,893-67.4% | $152,861-80.2% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 13.09% | 145.58%-132.5pp | 109.41%-96.3pp | 345.32%-332.2pp |
| Employer contribution / active EE | $3,177 | $4,221-24.7% | $3,653-13.0% | $4,762-33.3% |
| Participant deferral / active EE | $3,950 | $4,845-18.5% | $4,236-6.7% | $5,850-32.5% |
| Admin fee / account holder | $3,820 | $7,079-46.0% | $5,794-34.1% | $11,596-67.1% |