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 | $30,789 | $83,477-63.1% | $125,175-75.4% | $72,985-57.8% |
| Participation rate | 71.4% | 73.3%-1.9pp | 79.8%-8.4pp | 69.5%+1.9pp |
| Annual return | 34.48% | 25.78%+8.7pp | 43.79%-9.3pp | 81.00%-46.5pp |
| Employer contribution / active EE | $1,946 | $2,345-17.0% | $3,865-49.7% | $2,440-20.2% |
| Participant deferral / active EE | $3,066 | $3,585-14.5% | $4,937-37.9% | $3,607-15.0% |
| Admin fee / account holder | $378 | $5,517-93.1% | $9,702-96.1% | $5,124-92.6% |