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 | $28,969 | $98,240-70.5% | $82,313-64.8% | $147,584-80.4% |
| Participation rate | 90.9% | 79.7%+11.2pp | 76.9%+14.0pp | 82.8%+8.1pp |
| Annual return | 13.56% | 30.85%-17.3pp | 25.88%-12.3pp | 578.55%-565.0pp |
| Employer contribution / active EE | $1,000 | $3,192-68.7% | $2,428-58.8% | $4,876-79.5% |
| Participant deferral / active EE | $3,941 | $4,383-10.1% | $3,706+6.3% | $5,439-27.5% |
| Admin fee / account holder | $3,590 | $8,563-58.1% | $5,608-36.0% | $10,885-67.0% |