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 | $35,217 | $209,411-83.2% | $178,490-80.3% | $158,922-77.8% |
| Participation rate | 76.9% | 86.3%-9.4pp | 81.9%-5.0pp | 82.0%-5.0pp |
| Annual return | 18.93% | 188.75%-169.8pp | 151.07%-132.1pp | 302.83%-283.9pp |
| Employer contribution / active EE | $2,230 | $5,706-60.9% | $5,011-55.5% | $4,761-53.2% |
| Participant deferral / active EE | $2,468 | $5,954-58.6% | $5,202-52.6% | $5,982-58.7% |
| Admin fee / account holder | $1,238 | $17,074-92.8% | $13,984-91.1% | $11,246-89.0% |