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 | $31,988 | $96,635-66.9% | $86,612-63.1% | $139,434-77.1% |
| Participation rate | 94.1% | 74.4%+19.7pp | 71.7%+22.4pp | 80.3%+13.8pp |
| Annual return | 13.16% | 106.41%-93.3pp | 591.07%-577.9pp | 372.94%-359.8pp |
| Employer contribution / active EE | $3,117 | $3,263-4.5% | $3,022+3.1% | $4,751-34.4% |
| Participant deferral / active EE | $3,951 | $4,836-18.3% | $4,438-11.0% | $6,710-41.1% |
| Admin fee / account holder | $7,585 | $6,408+18.4% | $5,614+35.1% | $11,403-33.5% |