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 | $33,156 | $102,966-67.8% | $90,281-63.3% | $152,861-78.3% |
| Participation rate | 93.8% | 75.9%+17.9pp | 73.3%+20.5pp | 82.4%+11.3pp |
| Annual return | 18.92% | 95.16%-76.2pp | 78.10%-59.2pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,370 | $3,139-56.4% | $2,854-52.0% | $4,762-71.2% |
| Participant deferral / active EE | $4,197 | $4,281-2.0% | $3,885+8.0% | $5,850-28.3% |
| Admin fee / account holder | $1,724 | $6,171-72.1% | $5,351-67.8% | $11,596-85.1% |