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 | $31,589 | $121,625-74.0% | $104,607-69.8% | $158,922-80.1% |
| Participation rate | 94.7% | 77.5%+17.2pp | 74.1%+20.7pp | 82.0%+12.8pp |
| Annual return | 8.81% | 465.26%-456.5pp | 340.46%-331.7pp | 302.83%-294.0pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,645 | $4,177-36.7% | $3,740-29.3% | $5,982-55.8% |
| Admin fee / account holder | $10,217 | $7,787+31.2% | $6,473+57.8% | $11,246-9.1% |