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 | $29,429 | $106,890-72.5% | $84,015-65.0% | $152,861-80.7% |
| Participation rate | 94.7% | 75.2%+19.5pp | 69.0%+25.7pp | 82.4%+12.3pp |
| Annual return | 23.38% | 104.99%-81.6pp | 71.31%-47.9pp | 345.32%-321.9pp |
| Employer contribution / active EE | $5,394 | $2,734+97.3% | $1,983+171.9% | $4,762+13.3% |
| Participant deferral / active EE | $1,677 | $4,011-58.2% | $3,239-48.2% | $5,850-71.3% |
| Admin fee / account holder | $4,123 | $8,285-50.2% | $6,101-32.4% | $11,596-64.4% |