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 | $34,392 | $101,069-66.0% | $81,478-57.8% | $147,584-76.7% |
| Participation rate | 88.9% | 74.5%+14.4pp | 68.0%+20.9pp | 82.8%+6.1pp |
| Annual return | 10.58% | 32.40%-21.8pp | 38.78%-28.2pp | 578.55%-568.0pp |
| Employer contribution / active EE | $2,277 | $3,205-29.0% | $2,568-11.3% | $4,876-53.3% |
| Participant deferral / active EE | $1,690 | $4,242-60.2% | $3,537-52.2% | $5,439-68.9% |
| Admin fee / account holder | $5,812 | $5,8120% | $4,561+27.4% | $10,885-46.6% |