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 | $23,734 | $118,680-80.0% | $98,907-76.0% | $158,922-85.1% |
| Participation rate | 85.7% | 77.8%+7.9pp | 76.0%+9.7pp | 82.0%+3.8pp |
| Annual return | 13.00% | 372.35%-359.4pp | 196.43%-183.4pp | 302.83%-289.8pp |
| Employer contribution / active EE | $3,089 | $3,333-7.3% | $2,689+14.9% | $4,761-35.1% |
| Participant deferral / active EE | $3,524 | $5,088-30.7% | $4,244-17.0% | $5,982-41.1% |
| Admin fee / account holder | $19,502 | $10,131+92.5% | $6,642+193.6% | $11,246+73.4% |