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 | $30,505 | $157,256-80.6% | $141,162-78.4% | $152,861-80.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 18.16% | 64.32%-46.2pp | 71.39%-53.2pp | 345.32%-327.2pp |
| Employer contribution / active EE | $1,413 | $5,261-73.1% | $4,735-70.2% | $4,762-70.3% |
| Participant deferral / active EE | $3,480 | $7,109-51.1% | $6,709-48.1% | $5,850-40.5% |
| Admin fee / account holder | $9,683 | $12,120-20.1% | $10,261-5.6% | $11,596-16.5% |