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 | $30,114 | $112,881-73.3% | $90,951-66.9% | $158,922-81.1% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 22.64% | 215.79%-193.2pp | 134.60%-112.0pp | 302.83%-280.2pp |
| Employer contribution / active EE | $1,626 | $2,893-43.8% | $2,122-23.4% | $4,761-65.8% |
| Participant deferral / active EE | $3,757 | $4,128-9.0% | $3,373+11.4% | $5,982-37.2% |
| Admin fee / account holder | $4,997 | $8,041-37.9% | $5,959-16.1% | $11,246-55.6% |