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 | $30,851 | $157,256-80.4% | $141,162-78.1% | $152,861-79.8% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 79.78% | 64.32%+15.5pp | 71.39%+8.4pp | 345.32%-265.5pp |
| Employer contribution / active EE | $1,856 | $5,261-64.7% | $4,735-60.8% | $4,762-61.0% |
| Participant deferral / active EE | $2,466 | $7,109-65.3% | $6,709-63.2% | $5,850-57.9% |
| Admin fee / account holder | $968 | $12,120-92.0% | $10,261-90.6% | $11,596-91.7% |