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 8-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 | $26,771 | $111,724-76.0% | $93,606-71.4% | $145,922-81.7% |
| Participation rate | 95.7% | 74.2%+21.4pp | 68.7%+26.9pp | 80.3%+15.4pp |
| Annual return | 14.55% | 202.98%-188.4pp | 133.20%-118.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,881 | $3,090-39.1% | $2,420-22.3% | $4,660-59.6% |
| Participant deferral / active EE | $3,084 | $4,912-37.2% | $4,411-30.1% | $6,688-53.9% |
| Admin fee / account holder | $3,325 | $10,250-67.6% | $8,285-59.9% | $13,397-75.2% |