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 | $32,232 | $112,881-71.4% | $90,951-64.6% | $158,922-79.7% |
| Participation rate | 77.8% | 74.7%+3.0pp | 69.0%+8.8pp | 82.0%-4.2pp |
| Annual return | 15.16% | 215.79%-200.6pp | 134.60%-119.4pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,550 | $2,893-46.4% | $2,122-27.0% | $4,761-67.5% |
| Participant deferral / active EE | $4,053 | $4,128-1.8% | $3,373+20.2% | $5,982-32.2% |
| Admin fee / account holder | $902 | $8,041-88.8% | $5,959-84.9% | $11,246-92.0% |