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 | $26,361 | $77,899-66.2% | $149,673-82.4% | $75,163-64.9% |
| Participation rate | 71.4% | 65.6%+5.8pp | 78.8%-7.3pp | 67.2%+4.2pp |
| Annual return | 17.38% | 31.72%-14.3pp | 134.42%-117.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,900 | $3,137-39.4% | $4,818-60.6% | $2,670-28.8% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,680-100.0% | $4,125-100.0% |
| Admin fee / account holder | $3,122 | $5,956-47.6% | $13,210-76.4% | $5,651-44.8% |