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 | $35,583 | $111,724-68.2% | $93,606-62.0% | $145,922-75.6% |
| Participation rate | 73.7% | 74.2%-0.5pp | 68.7%+5.0pp | 80.3%-6.6pp |
| Annual return | 10.78% | 202.98%-192.2pp | 133.20%-122.4pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,273 | $3,090-58.8% | $2,420-47.4% | $4,660-72.7% |
| Participant deferral / active EE | $2,110 | $4,912-57.0% | $4,411-52.2% | $6,688-68.4% |
| Admin fee / account holder | $4,591 | $10,250-55.2% | $8,285-44.6% | $13,397-65.7% |