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 | $40,104 | $85,202-52.9% | $172,739-76.8% | $72,985-45.1% |
| Participation rate | 80.0% | 70.1%+9.9pp | 82.6%-2.6pp | 69.5%+10.5pp |
| Annual return | 21.42% | 27.32%-5.9pp | 802.84%-781.4pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,756 | $3,324-47.2% | $5,143-65.9% | $2,440-28.0% |
| Participant deferral / active EE | $2,763 | $3,260-15.2% | $5,198-46.8% | $3,607-23.4% |
| Admin fee / account holder | $1,473 | $5,884-75.0% | $13,954-89.4% | $5,124-71.3% |