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 | $28,051 | $96,635-71.0% | $86,612-67.6% | $139,434-79.9% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 20.54% | 106.41%-85.9pp | 591.07%-570.5pp | 372.94%-352.4pp |
| Employer contribution / active EE | $1,845 | $3,263-43.5% | $3,022-39.0% | $4,751-61.2% |
| Participant deferral / active EE | $3,101 | $4,836-35.9% | $4,438-30.1% | $6,710-53.8% |
| Admin fee / account holder | $429 | $6,408-93.3% | $5,614-92.4% | $11,403-96.2% |