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 | $28,372 | $227,553-87.5% | $189,557-85.0% | $167,490-83.1% |
| Participation rate | 93.8% | 82.5%+11.3pp | 78.4%+15.3pp | 82.1%+11.6pp |
| Annual return | 15.89% | 78.40%-62.5pp | 64.17%-48.3pp | 478.56%-462.7pp |
| Employer contribution / active EE | $1,326 | $5,316-75.1% | $4,412-70.0% | $4,837-72.6% |
| Participant deferral / active EE | $3,668 | $7,002-47.6% | $6,174-40.6% | $6,341-42.2% |
| Admin fee / account holder | $1,387 | $11,878-88.3% | $9,807-85.9% | $12,309-88.7% |