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 | $18,548 | $70,756-73.8% | $65,493-71.7% | $142,382-87.0% |
| Participation rate | 70.6% | 77.4%-6.8pp | 73.1%-2.5pp | 80.1%-9.5pp |
| Annual return | 12.22% | 1754.89%-1742.7pp | 982.45%-970.2pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,256 | $2,881-21.7% | $2,574-12.4% | $4,299-47.5% |
| Participant deferral / active EE | $4,367 | $4,637-5.8% | $3,961+10.3% | $6,507-32.9% |
| Admin fee / account holder | $622 | $6,559-90.5% | $5,028-87.6% | $12,624-95.1% |