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 | $15,905 | $202,432-92.1% | $169,368-90.6% | $139,434-88.6% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 43.65% | 531.74%-488.1pp | 405.60%-362.0pp | 372.94%-329.3pp |
| Employer contribution / active EE | $2,855 | $4,692-39.1% | $4,013-28.8% | $4,751-39.9% |
| Participant deferral / active EE | $5,252 | $6,938-24.3% | $6,221-15.6% | $6,710-21.7% |
| Admin fee / account holder | $458 | $10,708-95.7% | $9,003-94.9% | $11,403-96.0% |