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 | $40,992 | $96,635-57.6% | $86,612-52.7% | $139,434-70.6% |
| Participation rate | 95.7% | 74.4%+21.3pp | 71.7%+24.0pp | 80.3%+15.3pp |
| Annual return | 23.47% | 106.41%-82.9pp | 591.07%-567.6pp | 372.94%-349.5pp |
| Employer contribution / active EE | $929 | $3,263-71.5% | $3,022-69.3% | $4,751-80.4% |
| Participant deferral / active EE | $2,271 | $4,836-53.0% | $4,438-48.8% | $6,710-66.2% |
| Admin fee / account holder | $539 | $6,408-91.6% | $5,614-90.4% | $11,403-95.3% |