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 | $29,544 | $98,240-69.9% | $82,313-64.1% | $147,584-80.0% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.4pp | 82.8%+0.5pp |
| Annual return | 15.39% | 30.85%-15.5pp | 25.88%-10.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $2,263 | $3,192-29.1% | $2,428-6.8% | $4,876-53.6% |
| Participant deferral / active EE | $3,954 | $4,383-9.8% | $3,706+6.7% | $5,439-27.3% |
| Admin fee / account holder | $335 | $8,563-96.1% | $5,608-94.0% | $10,885-96.9% |