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 | $30,345 | $104,974-71.1% | $95,585-68.3% | $142,382-78.7% |
| Participation rate | 92.9% | 75.0%+17.9pp | 72.1%+20.8pp | 80.1%+12.7pp |
| Annual return | 12.54% | 210.33%-197.8pp | 38.56%-26.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,169 | $2,779-57.9% | $2,527-53.7% | $4,299-72.8% |
| Participant deferral / active EE | $988 | $4,352-77.3% | $4,023-75.4% | $6,507-84.8% |
| Admin fee / account holder | $14,968 | $6,386+134.4% | $6,127+144.3% | $12,624+18.6% |