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 | $20,722 | $148,534-86.0% | $135,903-84.8% | $139,434-85.1% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 18.31% | 79.19%-60.9pp | 68.23%-49.9pp | 372.94%-354.6pp |
| Employer contribution / active EE | $2,187 | $5,243-58.3% | $4,856-55.0% | $4,751-54.0% |
| Participant deferral / active EE | $2,558 | $8,100-68.4% | $7,758-67.0% | $6,710-61.9% |
| Admin fee / account holder | $409 | $12,400-96.7% | $10,762-96.2% | $11,403-96.4% |