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 | $28,622 | $93,571-69.4% | $135,903-78.9% | $75,163-61.9% |
| Participation rate | 90.2% | 75.2%+15.0pp | 81.9%+8.3pp | 67.2%+23.0pp |
| Annual return | 18.02% | 30.90%-12.9pp | 68.23%-50.2pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,535 | $3,537-56.6% | $4,856-68.4% | $2,670-42.5% |
| Participant deferral / active EE | $6,373 | $6,404-0.5% | $7,758-17.9% | $4,125+54.5% |
| Admin fee / account holder | $3,953 | $6,975-43.3% | $10,762-63.3% | $5,651-30.0% |