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 | $23,977 | $232,540-89.7% | $185,117-87.0% | $147,584-83.8% |
| Participation rate | 90.9% | 82.4%+8.6pp | 77.3%+13.6pp | 82.8%+8.1pp |
| Annual return | 14.86% | 43.03%-28.2pp | 40.50%-25.6pp | 578.55%-563.7pp |
| Employer contribution / active EE | $417 | $5,195-92.0% | $4,182-90.0% | $4,876-91.4% |
| Participant deferral / active EE | $2,430 | $5,834-58.3% | $5,045-51.8% | $5,439-55.3% |
| Admin fee / account holder | $5,374 | $10,275-47.7% | $8,159-34.1% | $10,885-50.6% |