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 | $17,415 | $48,046-63.8% | $84,611-79.4% | $72,985-76.1% |
| Participation rate | 86.2% | 57.6%+28.6pp | 68.2%+18.0pp | 69.5%+16.7pp |
| Annual return | 40.22% | 37.38%+2.8pp | 258.74%-218.5pp | 81.00%-40.8pp |
| Employer contribution / active EE | $2,292 | $1,602+43.1% | $2,652-13.6% | $2,440-6.0% |
| Participant deferral / active EE | $5,732 | $2,680+113.9% | $3,899+47.0% | $3,607+58.9% |
| Admin fee / account holder | $8,569 | $3,395+152.4% | $4,912+74.4% | $5,124+67.2% |