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 | $17,273 | $104,907-83.5% | $84,611-79.6% | $152,861-88.7% |
| Participation rate | 92.3% | 74.8%+17.5pp | 68.2%+24.1pp | 82.4%+9.9pp |
| Annual return | 27.56% | 373.79%-346.2pp | 258.74%-231.2pp | 345.32%-317.8pp |
| Employer contribution / active EE | $2,086 | $3,302-36.8% | $2,652-21.3% | $4,762-56.2% |
| Participant deferral / active EE | $3,697 | $4,688-21.1% | $3,899-5.2% | $5,850-36.8% |
| Admin fee / account holder | $16,652 | $6,241+166.8% | $4,912+239.0% | $11,596+43.6% |