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 7-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 | $31,156 | $115,882-73.1% | $100,516-69.0% | $158,922-80.4% |
| Participation rate | 94.4% | 81.6%+12.9pp | 79.4%+15.0pp | 82.0%+12.5pp |
| Annual return | 16.41% | 34.79%-18.4pp | 30.89%-14.5pp | 302.83%-286.4pp |
| Employer contribution / active EE | $3,390 | $4,103-17.4% | $3,418-0.8% | $4,761-28.8% |
| Participant deferral / active EE | $7,092 | $6,674+6.3% | $6,270+13.1% | $5,982+18.6% |
| Admin fee / account holder | $5,206 | $10,995-52.7% | $8,081-35.6% | $11,246-53.7% |