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 | $30,810 | $148,534-79.3% | $135,903-77.3% | $139,434-77.9% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 20.17% | 79.19%-59.0pp | 68.23%-48.1pp | 372.94%-352.8pp |
| Employer contribution / active EE | $1,602 | $5,243-69.5% | $4,856-67.0% | $4,751-66.3% |
| Participant deferral / active EE | $4,090 | $8,100-49.5% | $7,758-47.3% | $6,710-39.0% |
| Admin fee / account holder | $1,797 | $12,400-85.5% | $10,762-83.3% | $11,403-84.2% |