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 | $30,990 | $210,648-85.3% | $177,989-82.6% | $145,922-78.8% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.8pp |
| Annual return | 8.91% | 385.86%-377.0pp | 294.48%-285.6pp | 561.29%-552.4pp |
| Employer contribution / active EE | $769 | $4,565-83.2% | $3,949-80.5% | $4,660-83.5% |
| Participant deferral / active EE | $3,647 | $6,958-47.6% | $6,276-41.9% | $6,688-45.5% |
| Admin fee / account holder | $7,628 | $12,013-36.5% | $10,363-26.4% | $13,397-43.1% |