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 | $28,211 | $96,635-70.8% | $86,612-67.4% | $139,434-79.8% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 12.97% | 106.41%-93.4pp | 591.07%-578.1pp | 372.94%-360.0pp |
| Employer contribution / active EE | $1,554 | $3,263-52.4% | $3,022-48.6% | $4,751-67.3% |
| Participant deferral / active EE | $1,554 | $4,836-67.9% | $4,438-65.0% | $6,710-76.8% |
| Admin fee / account holder | $1,353 | $6,408-78.9% | $5,614-75.9% | $11,403-88.1% |