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 | $59,877 | $100,041-40.1% | $149,718-60.0% | $70,131-14.6% |
| Participation rate | 90.3% | 83.6%+6.7pp | 87.1%+3.3pp | 69.5%+20.8pp |
| Annual return | 15.42% | 27.43%-12.0pp | 1501.63%-1486.2pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,716 | $3,662-53.1% | $5,445-68.5% | $2,342-26.7% |
| Participant deferral / active EE | $2,563 | $4,983-48.6% | $6,569-61.0% | $3,332-23.1% |
| Admin fee / account holder | $6,045 | $8,286-27.0% | $11,283-46.4% | $4,645+30.1% |