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 | $27,924 | $91,538-69.5% | $129,995-78.5% | $75,163-62.8% |
| Participation rate | 97.9% | 71.4%+26.4pp | 78.5%+19.4pp | 67.2%+30.7pp |
| Annual return | 15.39% | -631.11%+646.5pp | -137.18%+152.6pp | 160.62%-145.2pp |
| Employer contribution / active EE | $3,703 | $2,845+30.1% | $4,320-14.3% | $2,670+38.7% |
| Participant deferral / active EE | $1,920 | $4,341-55.8% | $5,820-67.0% | $4,125-53.5% |
| Admin fee / account holder | $625 | $6,790-90.8% | $10,614-94.1% | $5,651-88.9% |