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 | $31,815 | $112,096-71.6% | $95,952-66.8% | $158,922-80.0% |
| Participation rate | 81.3% | 79.0%+2.3pp | 77.1%+4.2pp | 82.0%-0.7pp |
| Annual return | 17.84% | 171.09%-153.3pp | 91.61%-73.8pp | 302.83%-285.0pp |
| Employer contribution / active EE | $1,786 | $3,198-44.2% | $2,541-29.7% | $4,761-62.5% |
| Participant deferral / active EE | $2,687 | $4,784-43.8% | $4,167-35.5% | $5,982-55.1% |
| Admin fee / account holder | $443 | $10,130-95.6% | $6,795-93.5% | $11,246-96.1% |