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 | $23,600 | $232,540-89.9% | $185,117-87.3% | $147,584-84.0% |
| Participation rate | 80.0% | 82.4%-2.4pp | 77.3%+2.7pp | 82.8%-2.8pp |
| Annual return | 17.08% | 43.03%-26.0pp | 40.50%-23.4pp | 578.55%-561.5pp |
| Employer contribution / active EE | $1,464 | $5,195-71.8% | $4,182-65.0% | $4,876-70.0% |
| Participant deferral / active EE | $2,742 | $5,834-53.0% | $5,045-45.6% | $5,439-49.6% |
| Admin fee / account holder | $301 | $10,275-97.1% | $8,159-96.3% | $10,885-97.2% |