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 | $20,384 | $58,208-65.0% | $81,812-75.1% | $80,856-74.8% |
| Participation rate | 81.4% | 63.4%+17.9pp | 72.3%+9.0pp | 67.6%+13.7pp |
| Annual return | 13.94% | 41.66%-27.7pp | 773.79%-759.9pp | 35.59%-21.7pp |
| Employer contribution / active EE | $5,907 | $2,340+152.5% | $2,912+102.8% | $2,755+114.4% |
| Participant deferral / active EE | $772 | $3,281-76.5% | $4,319-82.1% | $4,296-82.0% |
| Admin fee / account holder | $2,785 | $4,981-44.1% | $7,386-62.3% | $6,918-59.7% |