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 | $37,585 | $180,449-79.2% | $154,107-75.6% | $135,375-72.2% |
| Participation rate | 70.0% | 87.4%-17.4pp | 83.0%-13.0pp | 82.6%-12.6pp |
| Annual return | 28.50% | 888.09%-859.6pp | 735.12%-706.6pp | 519.73%-491.2pp |
| Employer contribution / active EE | $1,841 | $6,035-69.5% | $5,298-65.2% | $4,779-61.5% |
| Participant deferral / active EE | $2,558 | $5,806-55.9% | $5,081-49.6% | $5,609-54.4% |
| Admin fee / account holder | $2,631 | $16,143-83.7% | $13,411-80.4% | $10,827-75.7% |