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 | $31,764 | $104,907-69.7% | $84,611-62.5% | $152,861-79.2% |
| Participation rate | 95.0% | 74.8%+20.2pp | 68.2%+26.8pp | 82.4%+12.6pp |
| Annual return | 26.74% | 373.79%-347.0pp | 258.74%-232.0pp | 345.32%-318.6pp |
| Employer contribution / active EE | $4,119 | $3,302+24.7% | $2,652+55.3% | $4,762-13.5% |
| Participant deferral / active EE | $5,898 | $4,688+25.8% | $3,899+51.3% | $5,850+0.8% |
| Admin fee / account holder | $2,510 | $6,241-59.8% | $4,912-48.9% | $11,596-78.4% |