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 | $29,038 | $149,734-80.6% | $118,925-75.6% | $158,922-81.7% |
| Participation rate | 94.7% | 82.1%+12.7pp | 75.4%+19.4pp | 82.0%+12.8pp |
| Annual return | 9.43% | 19.95%-10.5pp | 35.88%-26.5pp | 302.83%-293.4pp |
| Employer contribution / active EE | $1,480 | $4,115-64.0% | $3,263-54.6% | $4,761-68.9% |
| Participant deferral / active EE | $1,773 | $5,223-66.1% | $4,265-58.4% | $5,982-70.4% |
| Admin fee / account holder | $524 | $8,603-93.9% | $6,581-92.0% | $11,246-95.3% |