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 | $30,521 | $74,888-59.2% | $71,209-57.1% | $142,382-78.6% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.1%+4.5pp |
| Annual return | 14.51% | 345.14%-330.6pp | 282.51%-268.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,899 | $2,854-33.5% | $2,721-30.2% | $4,299-55.8% |
| Participant deferral / active EE | $807 | $4,454-81.9% | $4,175-80.7% | $6,507-87.6% |
| Admin fee / account holder | $1,542 | $5,568-72.3% | $5,349-71.2% | $12,624-87.8% |