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 | $26,050 | $106,890-75.6% | $84,015-69.0% | $152,861-83.0% |
| Participation rate | 95.0% | 75.2%+19.8pp | 69.0%+26.0pp | 82.4%+12.6pp |
| Annual return | 23.63% | 104.99%-81.4pp | 71.31%-47.7pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,288 | $2,734-52.9% | $1,983-35.0% | $4,762-72.9% |
| Participant deferral / active EE | $3,259 | $4,011-18.7% | $3,239+0.6% | $5,850-44.3% |
| Admin fee / account holder | $5,428 | $8,285-34.5% | $6,101-11.0% | $11,596-53.2% |