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 6-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 | $33,736 | $158,398-78.7% | $126,539-73.3% | $142,382-76.3% |
| Participation rate | 78.6% | 75.8%+2.8pp | 69.8%+8.8pp | 80.1%-1.5pp |
| Annual return | 10.48% | 593.76%-583.3pp | 425.95%-415.5pp | 217.08%-206.6pp |
| Employer contribution / active EE | $1,200 | $4,650-74.2% | $3,674-67.4% | $4,299-72.1% |
| Participant deferral / active EE | $1,636 | $4,767-65.7% | $4,083-59.9% | $6,507-74.9% |
| Admin fee / account holder | $1,330 | $6,918-80.8% | $6,065-78.1% | $12,624-89.5% |