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 | $32,607 | $115,770-71.8% | $101,248-67.8% | $158,922-79.5% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 12.47% | 56.14%-43.7pp | 46.47%-34.0pp | 302.83%-290.4pp |
| Employer contribution / active EE | $2,176 | $4,175-47.9% | $3,660-40.5% | $4,761-54.3% |
| Participant deferral / active EE | $6,910 | $4,957+39.4% | $4,370+58.1% | $5,982+15.5% |
| Admin fee / account holder | $8,587 | $7,245+18.5% | $5,945+44.4% | $11,246-23.6% |