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 | $29,891 | $83,902-64.4% | $167,512-82.2% | $84,808-64.8% |
| Participation rate | 86.2% | 66.5%+19.7pp | 77.1%+9.1pp | 68.3%+17.9pp |
| Annual return | 18.15% | 91.55%-73.4pp | 1615.79%-1597.6pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,120 | $2,264-50.5% | $3,882-71.2% | $2,631-57.4% |
| Participant deferral / active EE | $2,597 | $4,442-41.6% | $6,405-59.5% | $4,212-38.3% |
| Admin fee / account holder | $2,047 | $7,915-74.1% | $9,769-79.0% | $7,344-72.1% |