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 | $23,194 | $70,756-67.2% | $65,493-64.6% | $142,382-83.7% |
| Participation rate | 86.4% | 77.4%+9.0pp | 73.1%+13.3pp | 80.1%+6.2pp |
| Annual return | 17.32% | 1754.89%-1737.6pp | 982.45%-965.1pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,090 | $2,881-62.2% | $2,574-57.7% | $4,299-74.6% |
| Participant deferral / active EE | $3,895 | $4,637-16.0% | $3,961-1.7% | $6,507-40.1% |
| Admin fee / account holder | $1,728 | $6,559-73.6% | $5,028-65.6% | $12,624-86.3% |