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 9-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 | $27,228 | $117,841-76.9% | $102,423-73.4% | $145,922-81.3% |
| Participation rate | 86.7% | 78.6%+8.1pp | 76.5%+10.2pp | 80.3%+6.4pp |
| Annual return | 20.03% | 31.65%-11.6pp | 29.32%-9.3pp | 561.29%-541.3pp |
| Employer contribution / active EE | $1,178 | $3,615-67.4% | $3,023-61.0% | $4,660-74.7% |
| Participant deferral / active EE | $1,784 | $5,731-68.9% | $5,053-64.7% | $6,688-73.3% |
| Admin fee / account holder | $5,489 | $13,326-58.8% | $9,451-41.9% | $13,397-59.0% |