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 | $31,497 | $210,648-85.0% | $177,989-82.3% | $145,922-78.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.82% | 385.86%-378.0pp | 294.48%-286.7pp | 561.29%-553.5pp |
| Employer contribution / active EE | $1,769 | $4,565-61.3% | $3,949-55.2% | $4,660-62.0% |
| Participant deferral / active EE | $2,566 | $6,958-63.1% | $6,276-59.1% | $6,688-61.6% |
| Admin fee / account holder | $24,846 | $12,013+106.8% | $10,363+139.8% | $13,397+85.5% |