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 | $34,713 | $123,909-72.0% | $69,647-50.2% | $145,922-76.2% |
| Participation rate | 86.4% | 69.2%+17.2pp | 66.5%+19.9pp | 80.3%+6.1pp |
| Annual return | 11.79% | 190.55%-178.8pp | 100.48%-88.7pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,364 | $2,682-49.1% | $1,712-20.4% | $4,660-70.7% |
| Participant deferral / active EE | $1,876 | $4,236-55.7% | $2,886-35.0% | $6,688-71.9% |
| Admin fee / account holder | $1,678 | $7,863-78.7% | $4,713-64.4% | $13,397-87.5% |