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 | $30,928 | $70,756-56.3% | $65,493-52.8% | $142,382-78.3% |
| Participation rate | 70.0% | 77.4%-7.4pp | 73.1%-3.1pp | 80.1%-10.1pp |
| Annual return | 15.61% | 1754.89%-1739.3pp | 982.45%-966.8pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,627 | $2,881-43.5% | $2,574-36.8% | $4,299-62.2% |
| Participant deferral / active EE | $3,870 | $4,637-16.5% | $3,961-2.3% | $6,507-40.5% |
| Admin fee / account holder | $2,668 | $6,559-59.3% | $5,028-46.9% | $12,624-78.9% |