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 | $30,118 | $115,770-74.0% | $101,248-70.3% | $158,922-81.0% |
| Participation rate | 82.6% | 79.4%+3.2pp | 75.8%+6.8pp | 82.0%+0.7pp |
| Annual return | 15.48% | 56.14%-40.7pp | 46.47%-31.0pp | 302.83%-287.3pp |
| Employer contribution / active EE | $2,854 | $4,175-31.6% | $3,660-22.0% | $4,761-40.1% |
| Participant deferral / active EE | $5,282 | $4,957+6.6% | $4,370+20.9% | $5,982-11.7% |
| Admin fee / account holder | $631 | $7,245-91.3% | $5,945-89.4% | $11,246-94.4% |