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 | $22,268 | $109,327-79.6% | $89,391-75.1% | $158,922-86.0% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 17.97% | 345.68%-327.7pp | 245.62%-227.6pp | 302.83%-284.9pp |
| Employer contribution / active EE | $2,412 | $3,170-23.9% | $2,586-6.7% | $4,761-49.3% |
| Participant deferral / active EE | $8,212 | $4,598+78.6% | $3,890+111.1% | $5,982+37.3% |
| Admin fee / account holder | $1,051 | $6,153-82.9% | $4,881-78.5% | $11,246-90.7% |