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 6-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 | $29,102 | $111,724-74.0% | $93,606-68.9% | $145,922-80.1% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 10.82% | 202.98%-192.2pp | 133.20%-122.4pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,592 | $3,090-48.5% | $2,420-34.2% | $4,660-65.8% |
| Participant deferral / active EE | $3,802 | $4,912-22.6% | $4,411-13.8% | $6,688-43.1% |
| Admin fee / account holder | $2,941 | $10,250-71.3% | $8,285-64.5% | $13,397-78.1% |