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 | $34,091 | $74,888-54.5% | $71,209-52.1% | $142,382-76.1% |
| Participation rate | 95.2% | 76.2%+19.0pp | 73.8%+21.5pp | 80.1%+15.1pp |
| Annual return | 15.26% | 345.14%-329.9pp | 282.51%-267.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,344 | $2,854-52.9% | $2,721-50.6% | $4,299-68.7% |
| Participant deferral / active EE | $1,671 | $4,454-62.5% | $4,175-60.0% | $6,507-74.3% |
| Admin fee / account holder | $2,398 | $5,568-56.9% | $5,349-55.2% | $12,624-81.0% |