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 | $27,601 | $106,890-74.2% | $84,015-67.1% | $152,861-81.9% |
| Participation rate | 70.6% | 75.2%-4.7pp | 69.0%+1.6pp | 82.4%-11.9pp |
| Annual return | 17.44% | 104.99%-87.5pp | 71.31%-53.9pp | 345.32%-327.9pp |
| Employer contribution / active EE | $1,238 | $2,734-54.7% | $1,983-37.6% | $4,762-74.0% |
| Participant deferral / active EE | $1,378 | $4,011-65.6% | $3,239-57.4% | $5,850-76.4% |
| Admin fee / account holder | $748 | $8,285-91.0% | $6,101-87.7% | $11,596-93.6% |