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 | $21,759 | $74,888-70.9% | $71,209-69.4% | $142,382-84.7% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 13.04% | 345.14%-332.1pp | 282.51%-269.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,653 | $2,854-42.1% | $2,721-39.2% | $4,299-61.6% |
| Participant deferral / active EE | $2,710 | $4,454-39.2% | $4,175-35.1% | $6,507-58.3% |
| Admin fee / account holder | $5,945 | $5,568+6.8% | $5,349+11.2% | $12,624-52.9% |