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 | $35,226 | $112,096-68.6% | $95,952-63.3% | $158,922-77.8% |
| Participation rate | 88.2% | 79.0%+9.3pp | 77.1%+11.2pp | 82.0%+6.3pp |
| Annual return | 13.88% | 171.09%-157.2pp | 91.61%-77.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,594 | $3,198-50.1% | $2,541-37.2% | $4,761-66.5% |
| Participant deferral / active EE | $4,250 | $4,784-11.2% | $4,167+2.0% | $5,982-29.0% |
| Admin fee / account holder | $4,947 | $10,130-51.2% | $6,795-27.2% | $11,246-56.0% |