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 | $31,819 | $165,335-80.8% | $149,696-78.7% | $158,922-80.0% |
| Participation rate | 90.5% | 84.6%+5.9pp | 82.5%+8.0pp | 82.0%+8.5pp |
| Annual return | 15.99% | 348.15%-332.2pp | 276.60%-260.6pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,350 | $5,103-73.5% | $4,644-70.9% | $4,761-71.6% |
| Participant deferral / active EE | $4,096 | $7,181-43.0% | $6,842-40.1% | $5,982-31.5% |
| Admin fee / account holder | $1,249 | $10,807-88.4% | $9,309-86.6% | $11,246-88.9% |