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 | $28,963 | $100,773-71.3% | $88,946-67.4% | $142,382-79.7% |
| Participation rate | 88.2% | 74.3%+13.9pp | 68.8%+19.4pp | 80.1%+8.1pp |
| Annual return | 12.21% | 70.18%-58.0pp | 57.82%-45.6pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,470 | $2,918-15.3% | $2,555-3.3% | $4,299-42.5% |
| Participant deferral / active EE | $5,166 | $5,230-1.2% | $4,581+12.8% | $6,507-20.6% |
| Admin fee / account holder | $11,090 | $9,693+14.4% | $8,261+34.3% | $12,624-12.1% |