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 | $31,607 | $85,006-62.8% | $76,190-58.5% | $145,922-78.3% |
| Participation rate | 90.9% | 82.9%+8.0pp | 79.3%+11.7pp | 80.3%+10.6pp |
| Annual return | 32.45% | 13.11%+19.3pp | 13.78%+18.7pp | 561.29%-528.8pp |
| Employer contribution / active EE | $1,862 | $5,265-64.6% | $4,578-59.3% | $4,660-60.0% |
| Participant deferral / active EE | $1,828 | $6,392-71.4% | $5,474-66.6% | $6,688-72.7% |
| Admin fee / account holder | $481 | $5,760-91.7% | $5,123-90.6% | $13,397-96.4% |