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 | $30,944 | $112,096-72.4% | $95,952-67.8% | $158,922-80.5% |
| Participation rate | 91.7% | 79.0%+12.7pp | 77.1%+14.6pp | 82.0%+9.7pp |
| Annual return | 9.22% | 171.09%-161.9pp | 91.61%-82.4pp | 302.83%-293.6pp |
| Employer contribution / active EE | $1,064 | $3,198-66.7% | $2,541-58.1% | $4,761-77.7% |
| Participant deferral / active EE | $1,513 | $4,784-68.4% | $4,167-63.7% | $5,982-74.7% |
| Admin fee / account holder | $6,770 | $10,130-33.2% | $6,795-0.4% | $11,246-39.8% |