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 | $25,834 | $72,400-64.3% | $67,502-61.7% | $145,922-82.3% |
| Participation rate | 73.9% | 76.9%-2.9pp | 72.9%+1.0pp | 80.3%-6.4pp |
| Annual return | 13.52% | 7182.46%-7168.9pp | 3512.12%-3498.6pp | 561.29%-547.8pp |
| Employer contribution / active EE | $655 | $3,069-78.7% | $2,731-76.0% | $4,660-85.9% |
| Participant deferral / active EE | $3,519 | $4,783-26.4% | $4,000-12.0% | $6,688-47.4% |
| Admin fee / account holder | $756 | $5,539-86.4% | $3,998-81.1% | $13,397-94.4% |