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 | $28,480 | $73,515-61.3% | $62,995-54.8% | $147,584-80.7% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.8%+20.2pp | 82.8%+12.2pp |
| Annual return | 15.95% | 175.43%-159.5pp | 87.57%-71.6pp | 578.55%-562.6pp |
| Employer contribution / active EE | $675 | $3,320-79.7% | $2,759-75.5% | $4,876-86.2% |
| Participant deferral / active EE | $2,092 | $4,185-50.0% | $3,329-37.2% | $5,439-61.5% |
| Admin fee / account holder | $779 | $5,953-86.9% | $3,600-78.4% | $10,885-92.8% |