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 | $21,949 | $60,124-63.5% | $90,404-75.7% | $79,858-72.5% |
| Participation rate | 89.6% | 65.0%+24.6pp | 72.7%+16.9pp | 69.6%+20.0pp |
| Annual return | 11.98% | 71.94%-60.0pp | 1293.02%-1281.0pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,342 | $2,068-35.1% | $3,262-58.9% | $2,471-45.7% |
| Participant deferral / active EE | $2,165 | $2,938-26.3% | $3,963-45.4% | $3,740-42.1% |
| Admin fee / account holder | $4,046 | $3,976+1.7% | $5,611-27.9% | $5,306-23.8% |