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 | $30,328 | $95,416-68.2% | $185,823-83.7% | $85,850-64.7% |
| Participation rate | 86.8% | 68.8%+18.1pp | 81.7%+5.1pp | 69.3%+17.5pp |
| Annual return | 21.05% | 23.59%-2.5pp | 122.05%-101.0pp | 318.53%-297.5pp |
| Employer contribution / active EE | $1,762 | $3,314-46.8% | $5,167-65.9% | $2,565-31.3% |
| Participant deferral / active EE | $1,635 | $3,423-52.2% | $5,568-70.6% | $3,952-58.6% |
| Admin fee / account holder | $1,001 | $7,213-86.1% | $16,237-93.8% | $6,260-84.0% |