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 | $31,202 | $210,648-85.2% | $177,989-82.5% | $145,922-78.6% |
| Participation rate | 94.7% | 80.8%+14.0pp | 77.1%+17.7pp | 80.3%+14.5pp |
| Annual return | 11.23% | 385.86%-374.6pp | 294.48%-283.3pp | 561.29%-550.1pp |
| Employer contribution / active EE | $3,568 | $4,565-21.8% | $3,949-9.6% | $4,660-23.4% |
| Participant deferral / active EE | $1,647 | $6,958-76.3% | $6,276-73.8% | $6,688-75.4% |
| Admin fee / account holder | $1,381 | $12,013-88.5% | $10,363-86.7% | $13,397-89.7% |