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 | $29,324 | $78,672-62.7% | $109,143-73.1% | $85,850-65.8% |
| Participation rate | 87.8% | 68.3%+19.5pp | 75.9%+11.9pp | 69.3%+18.4pp |
| Annual return | 11.88% | 25.09%-13.2pp | 25.75%-13.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $932 | $2,735-65.9% | $3,722-75.0% | $2,565-63.7% |
| Participant deferral / active EE | $2,094 | $3,467-39.6% | $4,653-55.0% | $3,952-47.0% |
| Admin fee / account holder | $1,208 | $5,469-77.9% | $6,752-82.1% | $6,260-80.7% |