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 | $29,506 | $91,037-67.6% | $71,671-58.8% | $147,584-80.0% |
| Participation rate | 90.0% | 76.1%+13.9pp | 68.7%+21.3pp | 82.8%+7.2pp |
| Annual return | 16.31% | 20.48%-4.2pp | 20.65%-4.3pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,835 | $3,327-14.8% | $2,460+15.3% | $4,876-41.9% |
| Participant deferral / active EE | $3,692 | $4,498-17.9% | $3,438+7.4% | $5,439-32.1% |
| Admin fee / account holder | $966 | $8,613-88.8% | $5,558-82.6% | $10,885-91.1% |