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 | $31,401 | $109,817-71.4% | $98,442-68.1% | $167,490-81.3% |
| Participation rate | 93.8% | 75.8%+17.9pp | 73.3%+20.4pp | 82.1%+11.6pp |
| Annual return | 11.08% | 1956.69%-1945.6pp | 1492.73%-1481.6pp | 478.56%-467.5pp |
| Employer contribution / active EE | $1,613 | $3,224-50.0% | $2,960-45.5% | $4,837-66.7% |
| Participant deferral / active EE | $1,478 | $4,673-68.4% | $4,276-65.4% | $6,341-76.7% |
| Admin fee / account holder | $2,124 | $6,753-68.6% | $5,949-64.3% | $12,309-82.7% |