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 | $28,055 | $98,240-71.4% | $82,313-65.9% | $147,584-81.0% |
| Participation rate | 90.0% | 79.7%+10.3pp | 76.9%+13.1pp | 82.8%+7.2pp |
| Annual return | 22.09% | 30.85%-8.8pp | 25.88%-3.8pp | 578.55%-556.5pp |
| Employer contribution / active EE | $1,638 | $3,192-48.7% | $2,428-32.5% | $4,876-66.4% |
| Participant deferral / active EE | $7,844 | $4,383+79.0% | $3,706+111.6% | $5,439+44.2% |
| Admin fee / account holder | $1,535 | $8,563-82.1% | $5,608-72.6% | $10,885-85.9% |