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 | $23,588 | $55,415-57.4% | $155,509-84.8% | $74,495-68.3% |
| Participation rate | 93.2% | 61.9%+31.3pp | 78.2%+15.0pp | 67.2%+26.0pp |
| Annual return | 17.66% | 268.50%-250.8pp | 64.67%-47.0pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $1,142 | $2,267-49.6% | $4,672-75.6% | $2,623-56.5% |
| Participant deferral / active EE | $5,022 | $2,836+77.1% | $5,626-10.7% | $4,346+15.6% |
| Admin fee / account holder | $6,256 | $1,738+259.9% | $15,912-60.7% | $1,942+222.2% |