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 | $28,016 | $110,261-74.6% | $95,745-70.7% | $139,434-79.9% |
| Participation rate | 85.7% | 75.8%+10.0pp | 72.3%+13.5pp | 80.3%+5.4pp |
| Annual return | 28.32% | 27.11%+1.2pp | 28.35%0pp | 372.94%-344.6pp |
| Employer contribution / active EE | $1,389 | $3,257-57.4% | $2,835-51.0% | $4,751-70.8% |
| Participant deferral / active EE | $2,215 | $4,676-52.6% | $4,245-47.8% | $6,710-67.0% |
| Admin fee / account holder | $1,284 | $6,613-80.6% | $5,678-77.4% | $11,403-88.7% |