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 | $33,968 | $117,983-71.2% | $101,794-66.6% | $142,382-76.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 43.70% | 36.92%+6.8pp | 30.53%+13.2pp | 217.08%-173.4pp |
| Employer contribution / active EE | $517 | $2,773-81.3% | $2,289-77.4% | $4,299-88.0% |
| Participant deferral / active EE | $2,069 | $4,714-56.1% | $4,084-49.3% | $6,507-68.2% |
| Admin fee / account holder | $11,622 | $10,433+11.4% | $8,777+32.4% | $12,624-7.9% |