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 | $30,331 | $185,200-83.6% | $142,863-78.8% | $167,490-81.9% |
| Participation rate | 84.2% | 78.4%+5.8pp | 71.9%+12.3pp | 82.1%+2.1pp |
| Annual return | 22.87% | 8555.70%-8532.8pp | 5637.54%-5614.7pp | 478.56%-455.7pp |
| Employer contribution / active EE | $955 | $5,604-83.0% | $4,144-77.0% | $4,837-80.3% |
| Participant deferral / active EE | $1,852 | $4,494-58.8% | $3,837-51.7% | $6,341-70.8% |
| Admin fee / account holder | $305 | $8,031-96.2% | $6,560-95.4% | $12,309-97.5% |