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 | $31,709 | $117,381-73.0% | $99,443-68.1% | $152,861-79.3% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.4%-7.4pp |
| Annual return | 15.59% | 31.87%-16.3pp | 30.72%-15.1pp | 345.32%-329.7pp |
| Employer contribution / active EE | $1,069 | $3,013-64.5% | $2,540-57.9% | $4,762-77.6% |
| Participant deferral / active EE | $1,519 | $4,086-62.8% | $3,619-58.0% | $5,850-74.0% |
| Admin fee / account holder | $9,532 | $7,631+24.9% | $6,250+52.5% | $11,596-17.8% |