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 | $30,819 | $81,632-62.2% | $70,449-56.3% | $158,922-80.6% |
| Participation rate | 94.7% | 77.7%+17.0pp | 75.1%+19.7pp | 82.0%+12.8pp |
| Annual return | 9.49% | 208.40%-198.9pp | 109.03%-99.5pp | 302.83%-293.3pp |
| Employer contribution / active EE | $1,364 | $3,217-57.6% | $2,737-50.2% | $4,761-71.4% |
| Participant deferral / active EE | $1,436 | $4,554-68.5% | $3,709-61.3% | $5,982-76.0% |
| Admin fee / account holder | $708 | $6,193-88.6% | $3,845-81.6% | $11,246-93.7% |