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 | $28,578 | $53,516-46.6% | $126,539-77.4% | $84,808-66.3% |
| Participation rate | 93.1% | 58.2%+34.9pp | 69.8%+23.3pp | 68.3%+24.8pp |
| Annual return | 13.36% | 58.34%-45.0pp | 425.95%-412.6pp | 40.90%-27.5pp |
| Employer contribution / active EE | $3,146 | $1,535+105.0% | $3,674-14.4% | $2,631+19.6% |
| Participant deferral / active EE | $0 | $2,671-100.0% | $4,083-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,485 | $4,497-67.0% | $6,065-75.5% | $7,344-79.8% |