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 | $31,761 | $177,572-82.1% | $154,803-79.5% | $142,382-77.7% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 13.16% | 65.07%-51.9pp | 58.88%-45.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,420 | $4,810-70.5% | $4,305-67.0% | $4,299-67.0% |
| Participant deferral / active EE | $2,669 | $6,272-57.4% | $5,540-51.8% | $6,507-59.0% |
| Admin fee / account holder | $1,702 | $16,786-89.9% | $14,329-88.1% | $12,624-86.5% |