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 7-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 | $30,229 | $159,602-81.1% | $150,045-79.9% | $142,382-78.8% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 20.21% | 70.24%-50.0pp | 62.55%-42.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,500 | $4,961-69.8% | $4,693-68.0% | $4,299-65.1% |
| Participant deferral / active EE | $9,016 | $8,310+8.5% | $7,997+12.7% | $6,507+38.6% |
| Admin fee / account holder | $1,316 | $14,846-91.1% | $13,435-90.2% | $12,624-89.6% |