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 | $32,682 | $158,398-79.4% | $126,539-74.2% | $142,382-77.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 11.58% | 593.76%-582.2pp | 425.95%-414.4pp | 217.08%-205.5pp |
| Employer contribution / active EE | $1,069 | $4,650-77.0% | $3,674-70.9% | $4,299-75.1% |
| Participant deferral / active EE | $1,450 | $4,767-69.6% | $4,083-64.5% | $6,507-77.7% |
| Admin fee / account holder | $4,147 | $6,918-40.1% | $6,065-31.6% | $12,624-67.2% |