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 7-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 | $28,629 | $121,625-76.5% | $104,607-72.6% | $158,922-82.0% |
| Participation rate | 90.0% | 77.5%+12.5pp | 74.1%+15.9pp | 82.0%+8.0pp |
| Annual return | 13.09% | 465.26%-452.2pp | 340.46%-327.4pp | 302.83%-289.7pp |
| Employer contribution / active EE | $637 | $3,163-79.9% | $2,681-76.3% | $4,761-86.6% |
| Participant deferral / active EE | $2,271 | $4,177-45.6% | $3,740-39.3% | $5,982-62.0% |
| Admin fee / account holder | $64,082 | $7,787+723.0% | $6,473+890.0% | $11,246+469.8% |