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 | $28,074 | $99,652-71.8% | $78,778-64.4% | $147,584-81.0% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.2%+16.5pp | 82.8%+2.9pp |
| Annual return | 14.89% | 47.28%-32.4pp | 35.62%-20.7pp | 578.55%-563.7pp |
| Employer contribution / active EE | $433 | $2,796-84.5% | $1,986-78.2% | $4,876-91.1% |
| Participant deferral / active EE | $1,893 | $3,664-48.3% | $2,958-36.0% | $5,439-65.2% |
| Admin fee / account holder | $1,330 | $7,155-81.4% | $5,134-74.1% | $10,885-87.8% |