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 | $26,844 | $109,881-75.6% | $150,045-82.1% | $84,808-68.3% |
| Participation rate | 96.2% | 76.1%+20.1pp | 82.3%+13.8pp | 68.3%+27.8pp |
| Annual return | 21.47% | 28.25%-6.8pp | 62.55%-41.1pp | 40.90%-19.4pp |
| Employer contribution / active EE | $2,102 | $3,561-41.0% | $4,693-55.2% | $2,631-20.1% |
| Participant deferral / active EE | $5,496 | $6,636-17.2% | $7,997-31.3% | $4,212+30.5% |
| Admin fee / account holder | $508 | $8,568-94.1% | $13,435-96.2% | $7,344-93.1% |