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 | $32,664 | $177,572-81.6% | $154,803-78.9% | $142,382-77.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.97% | 65.07%-46.1pp | 58.88%-39.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,779 | $4,810-63.0% | $4,305-58.7% | $4,299-58.6% |
| Participant deferral / active EE | $1,824 | $6,272-70.9% | $5,540-67.1% | $6,507-72.0% |
| Admin fee / account holder | $1,164 | $16,786-93.1% | $14,329-91.9% | $12,624-90.8% |