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 | $33,385 | $96,635-65.5% | $86,612-61.5% | $139,434-76.1% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 16.20% | 106.41%-90.2pp | 591.07%-574.9pp | 372.94%-356.7pp |
| Employer contribution / active EE | $3,060 | $3,263-6.2% | $3,022+1.2% | $4,751-35.6% |
| Participant deferral / active EE | $3,698 | $4,836-23.5% | $4,438-16.7% | $6,710-44.9% |
| Admin fee / account holder | $462 | $6,408-92.8% | $5,614-91.8% | $11,403-95.9% |