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 | $26,454 | $85,202-69.0% | $172,739-84.7% | $72,985-63.8% |
| Participation rate | 90.5% | 70.1%+20.4pp | 82.6%+7.8pp | 69.5%+21.0pp |
| Annual return | 23.43% | 27.32%-3.9pp | 802.84%-779.4pp | 81.00%-57.6pp |
| Employer contribution / active EE | $1,762 | $3,324-47.0% | $5,143-65.7% | $2,440-27.8% |
| Participant deferral / active EE | $2,614 | $3,260-19.8% | $5,198-49.7% | $3,607-27.5% |
| Admin fee / account holder | $582 | $5,884-90.1% | $13,954-95.8% | $5,124-88.6% |