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 | $30,528 | $65,561-53.4% | $86,188-64.6% | $75,163-59.4% |
| Participation rate | 83.9% | 60.5%+23.4pp | 69.0%+14.9pp | 67.2%+16.7pp |
| Annual return | 25.38% | 46.05%-20.7pp | 1168.45%-1143.1pp | 160.62%-135.2pp |
| Employer contribution / active EE | $1,198 | $1,553-22.8% | $2,380-49.7% | $2,670-55.1% |
| Participant deferral / active EE | $1,700 | $3,024-43.8% | $3,985-57.3% | $4,125-58.8% |
| Admin fee / account holder | $677 | $5,474-87.6% | $6,852-90.1% | $5,651-88.0% |