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 | $22,383 | $111,754-80.0% | $103,333-78.3% | $145,922-84.7% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.5%+19.6pp | 80.3%+13.8pp |
| Annual return | 9.18% | 24.77%-15.6pp | 24.88%-15.7pp | 561.29%-552.1pp |
| Employer contribution / active EE | $2,410 | $4,212-42.8% | $3,868-37.7% | $4,660-48.3% |
| Participant deferral / active EE | $2,933 | $5,619-47.8% | $5,057-42.0% | $6,688-56.1% |
| Admin fee / account holder | $811 | $9,750-91.7% | $8,355-90.3% | $13,397-93.9% |