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 | $29,466 | $103,376-71.5% | $87,100-66.2% | $152,861-80.7% |
| Participation rate | 84.2% | 79.3%+4.9pp | 76.9%+7.3pp | 82.4%+1.8pp |
| Annual return | 33.05% | 28.10%+5.0pp | 28.19%+4.9pp | 345.32%-312.3pp |
| Employer contribution / active EE | $1,504 | $3,220-53.3% | $2,521-40.4% | $4,762-68.4% |
| Participant deferral / active EE | $1,939 | $4,778-59.4% | $4,049-52.1% | $5,850-66.9% |
| Admin fee / account holder | $2,271 | $12,205-81.4% | $7,497-69.7% | $11,596-80.4% |