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 | $30,599 | $113,339-73.0% | $94,993-67.8% | $147,584-79.3% |
| Participation rate | 81.8% | 78.0%+3.8pp | 73.9%+7.9pp | 82.8%-1.0pp |
| Annual return | 17.10% | 20.77%-3.7pp | 27.12%-10.0pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,975 | $3,160-37.5% | $2,603-24.1% | $4,876-59.5% |
| Participant deferral / active EE | $4,530 | $3,777+19.9% | $3,317+36.6% | $5,439-16.7% |
| Admin fee / account holder | $1,193 | $6,063-80.3% | $4,960-75.9% | $10,885-89.0% |