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 | $28,243 | $78,672-64.1% | $109,143-74.1% | $85,850-67.1% |
| Participation rate | 87.8% | 68.3%+19.5pp | 75.9%+11.9pp | 69.3%+18.5pp |
| Annual return | 36.15% | 25.09%+11.1pp | 25.75%+10.4pp | 318.53%-282.4pp |
| Employer contribution / active EE | $9,274 | $2,735+239.1% | $3,722+149.2% | $2,565+261.5% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,541 | $5,469+1.3% | $6,752-17.9% | $6,260-11.5% |