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 | $34,803 | $107,015-67.5% | $73,545-52.7% | $147,584-76.4% |
| Participation rate | 80.0% | 66.4%+13.6pp | 54.9%+25.1pp | 82.8%-2.8pp |
| Annual return | 22.27% | 38.25%-16.0pp | -15.16%+37.4pp | 578.55%-556.3pp |
| Employer contribution / active EE | $1,838 | $1,760+4.5% | $1,219+50.8% | $4,876-62.3% |
| Participant deferral / active EE | $10,338 | $2,462+320.0% | $1,806+472.4% | $5,439+90.1% |
| Admin fee / account holder | $1,143 | $3,055-62.6% | $2,320-50.7% | $10,885-89.5% |