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 | $30,285 | $112,096-73.0% | $95,952-68.4% | $158,922-80.9% |
| Participation rate | 95.0% | 79.0%+16.0pp | 77.1%+17.9pp | 82.0%+13.0pp |
| Annual return | 12.18% | 171.09%-158.9pp | 91.61%-79.4pp | 302.83%-290.6pp |
| Employer contribution / active EE | $657 | $3,198-79.5% | $2,541-74.1% | $4,761-86.2% |
| Participant deferral / active EE | $6,095 | $4,784+27.4% | $4,167+46.3% | $5,982+1.9% |
| Admin fee / account holder | $10,938 | $10,130+8.0% | $6,795+61.0% | $11,246-2.7% |