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 | $34,766 | $99,877-65.2% | $84,966-59.1% | $145,922-76.2% |
| Participation rate | 90.9% | 74.1%+16.8pp | 67.5%+23.4pp | 80.3%+10.6pp |
| Annual return | 9.49% | 83.76%-74.3pp | 66.38%-56.9pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,973 | $3,231-39.0% | $2,727-27.7% | $4,660-57.7% |
| Participant deferral / active EE | $2,043 | $5,291-61.4% | $4,519-54.8% | $6,688-69.5% |
| Admin fee / account holder | $796 | $7,248-89.0% | $6,149-87.0% | $13,397-94.1% |