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 | $28,260 | $149,734-81.1% | $118,925-76.2% | $158,922-82.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 75.4%-0.4pp | 82.0%-7.0pp |
| Annual return | 27.21% | 19.95%+7.3pp | 35.88%-8.7pp | 302.83%-275.6pp |
| Employer contribution / active EE | $1,155 | $4,115-71.9% | $3,263-64.6% | $4,761-75.7% |
| Participant deferral / active EE | $3,005 | $5,223-42.5% | $4,265-29.5% | $5,982-49.8% |
| Admin fee / account holder | $489 | $8,603-94.3% | $6,581-92.6% | $11,246-95.7% |