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 | $29,698 | $114,047-74.0% | $96,139-69.1% | $167,490-82.3% |
| Participation rate | 83.3% | 75.1%+8.3pp | 68.4%+14.9pp | 82.1%+1.2pp |
| Annual return | 16.31% | 189.88%-173.6pp | 191.94%-175.6pp | 478.56%-462.2pp |
| Employer contribution / active EE | $1,563 | $3,427-54.4% | $2,797-44.1% | $4,837-67.7% |
| Participant deferral / active EE | $3,320 | $5,194-36.1% | $4,349-23.6% | $6,341-47.6% |
| Admin fee / account holder | $1,416 | $6,897-79.5% | $5,537-74.4% | $12,309-88.5% |