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 7-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 | $29,240 | $111,754-73.8% | $103,333-71.7% | $145,922-80.0% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 12.44% | 24.77%-12.3pp | 24.88%-12.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,400 | $4,212-66.8% | $3,868-63.8% | $4,660-69.9% |
| Participant deferral / active EE | $6,418 | $5,619+14.2% | $5,057+26.9% | $6,688-4.0% |
| Admin fee / account holder | $674 | $9,750-93.1% | $8,355-91.9% | $13,397-95.0% |