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 | $29,650 | $126,574-76.6% | $106,213-72.1% | $145,922-79.7% |
| Participation rate | 90.9% | 77.6%+13.3pp | 75.3%+15.6pp | 80.3%+10.6pp |
| Annual return | 31.65% | 224.79%-193.1pp | 116.14%-84.5pp | 561.29%-529.6pp |
| Employer contribution / active EE | $1,643 | $3,730-56.0% | $3,171-48.2% | $4,660-64.7% |
| Participant deferral / active EE | $2,212 | $5,724-61.4% | $5,016-55.9% | $6,688-66.9% |
| Admin fee / account holder | $7,788 | $17,304-55.0% | $11,033-29.4% | $13,397-41.9% |