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 | $20,577 | $81,632-74.8% | $70,449-70.8% | $158,922-87.1% |
| Participation rate | 91.7% | 77.7%+13.9pp | 75.1%+16.6pp | 82.0%+9.7pp |
| Annual return | 14.73% | 208.40%-193.7pp | 109.03%-94.3pp | 302.83%-288.1pp |
| Employer contribution / active EE | $2,028 | $3,217-37.0% | $2,737-25.9% | $4,761-57.4% |
| Participant deferral / active EE | $6,333 | $4,554+39.1% | $3,709+70.8% | $5,982+5.9% |
| Admin fee / account holder | $17,085 | $6,193+175.9% | $3,845+344.3% | $11,246+51.9% |