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 | $33,266 | $112,096-70.3% | $95,952-65.3% | $158,922-79.1% |
| Participation rate | 76.9% | 79.0%-2.1pp | 77.1%-0.2pp | 82.0%-5.0pp |
| Annual return | 12.62% | 171.09%-158.5pp | 91.61%-79.0pp | 302.83%-290.2pp |
| Employer contribution / active EE | $833 | $3,198-73.9% | $2,541-67.2% | $4,761-82.5% |
| Participant deferral / active EE | $1,989 | $4,784-58.4% | $4,167-52.3% | $5,982-66.8% |
| Admin fee / account holder | $7,426 | $10,130-26.7% | $6,795+9.3% | $11,246-34.0% |