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 | $28,641 | $112,096-74.4% | $95,952-70.2% | $158,922-82.0% |
| Participation rate | 95.8% | 79.0%+16.9pp | 77.1%+18.8pp | 82.0%+13.9pp |
| Annual return | 10.79% | 171.09%-160.3pp | 91.61%-80.8pp | 302.83%-292.0pp |
| Employer contribution / active EE | $2,484 | $3,198-22.3% | $2,541-2.2% | $4,761-47.8% |
| Participant deferral / active EE | $3,345 | $4,784-30.1% | $4,167-19.7% | $5,982-44.1% |
| Admin fee / account holder | $10,324 | $10,130+1.9% | $6,795+51.9% | $11,246-8.2% |