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 | $21,646 | $60,323-64.1% | $81,812-73.5% | $74,495-70.9% |
| Participation rate | 92.8% | 62.9%+29.9pp | 72.3%+20.4pp | 67.2%+25.6pp |
| Annual return | 11.76% | 16.90%-5.1pp | 773.79%-762.0pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,554 | $2,620-40.7% | $2,912-46.6% | $2,623-40.8% |
| Participant deferral / active EE | $2,613 | $3,387-22.9% | $4,319-39.5% | $4,346-39.9% |
| Admin fee / account holder | $1,631 | $1,486+9.8% | $7,386-77.9% | $1,942-16.0% |