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 | $31,149 | $95,416-67.4% | $185,823-83.2% | $85,850-63.7% |
| Participation rate | 74.1% | 68.8%+5.4pp | 81.7%-7.6pp | 69.3%+4.8pp |
| Annual return | 26.54% | 23.59%+3.0pp | 122.05%-95.5pp | 318.53%-292.0pp |
| Employer contribution / active EE | $701 | $3,314-78.8% | $5,167-86.4% | $2,565-72.7% |
| Participant deferral / active EE | $1,824 | $3,423-46.7% | $5,568-67.2% | $3,952-53.8% |
| Admin fee / account holder | $5,110 | $7,213-29.2% | $16,237-68.5% | $6,260-18.4% |