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 | $27,897 | $127,777-78.2% | $106,548-73.8% | $167,490-83.3% |
| Participation rate | 95.8% | 78.3%+17.6pp | 76.1%+19.7pp | 82.1%+13.7pp |
| Annual return | 19.06% | 33.87%-14.8pp | 26.80%-7.7pp | 478.56%-459.5pp |
| Employer contribution / active EE | $1,834 | $3,427-46.5% | $2,819-34.9% | $4,837-62.1% |
| Participant deferral / active EE | $5,187 | $5,087+2.0% | $4,398+17.9% | $6,341-18.2% |
| Admin fee / account holder | $1,040 | $11,228-90.7% | $7,407-86.0% | $12,309-91.6% |