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 | $26,878 | $65,409-58.9% | $98,442-72.7% | $85,850-68.7% |
| Participation rate | 80.0% | 65.0%+15.0pp | 73.3%+6.7pp | 69.3%+10.7pp |
| Annual return | 26.90% | 21.76%+5.1pp | 1492.73%-1465.8pp | 318.53%-291.6pp |
| Employer contribution / active EE | $1,990 | $2,168-8.2% | $2,960-32.8% | $2,565-22.4% |
| Participant deferral / active EE | $1,236 | $3,166-61.0% | $4,276-71.1% | $3,952-68.7% |
| Admin fee / account holder | $919 | $4,593-80.0% | $5,949-84.6% | $6,260-85.3% |