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 | $31,759 | $112,096-71.7% | $95,952-66.9% | $158,922-80.0% |
| Participation rate | 72.2% | 79.0%-6.8pp | 77.1%-4.9pp | 82.0%-9.7pp |
| Annual return | 6.87% | 171.09%-164.2pp | 91.61%-84.7pp | 302.83%-296.0pp |
| Employer contribution / active EE | $1,396 | $3,198-56.4% | $2,541-45.1% | $4,761-70.7% |
| Participant deferral / active EE | $1,696 | $4,784-64.5% | $4,167-59.3% | $5,982-71.6% |
| Admin fee / account holder | $1,557 | $10,130-84.6% | $6,795-77.1% | $11,246-86.2% |