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 | $29,058 | $109,817-73.5% | $98,442-70.5% | $167,490-82.7% |
| Participation rate | 88.9% | 75.8%+13.1pp | 73.3%+15.6pp | 82.1%+6.8pp |
| Annual return | 15.84% | 1956.69%-1940.9pp | 1492.73%-1476.9pp | 478.56%-462.7pp |
| Employer contribution / active EE | $3,109 | $3,224-3.6% | $2,960+5.1% | $4,837-35.7% |
| Participant deferral / active EE | $3,622 | $4,673-22.5% | $4,276-15.3% | $6,341-42.9% |
| Admin fee / account holder | $26,872 | $6,753+298.0% | $5,949+351.7% | $12,309+118.3% |