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 | $28,482 | $55,706-48.9% | $75,886-62.5% | $72,985-61.0% |
| Participation rate | 84.8% | 61.1%+23.7pp | 69.3%+15.5pp | 69.5%+15.3pp |
| Annual return | 44.76% | 27.59%+17.2pp | 30.76%+14.0pp | 81.00%-36.2pp |
| Employer contribution / active EE | $4,797 | $1,687+184.4% | $2,500+91.8% | $2,440+96.6% |
| Participant deferral / active EE | $2,787 | $2,634+5.8% | $3,603-22.6% | $3,607-22.7% |
| Admin fee / account holder | $310 | $3,978-92.2% | $5,418-94.3% | $5,124-93.9% |