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 | $27,562 | $138,044-80.0% | $125,339-78.0% | $134,475-79.5% |
| Participation rate | 70.6% | 84.5%-13.9pp | 82.4%-11.8pp | 81.2%-10.6pp |
| Annual return | 5.24% | 750.33%-745.1pp | 572.05%-566.8pp | 417.96%-412.7pp |
| Employer contribution / active EE | $3,855 | $5,243-26.5% | $4,814-19.9% | $4,740-18.7% |
| Participant deferral / active EE | $6,836 | $7,799-12.3% | $7,446-8.2% | $6,400+6.8% |
| Admin fee / account holder | $4,343 | $11,571-62.5% | $10,010-56.6% | $11,426-62.0% |