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 | $21,855 | $111,754-80.4% | $103,333-78.8% | $145,922-85.0% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 11.95% | 24.77%-12.8pp | 24.88%-12.9pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,395 | $4,212-66.9% | $3,868-63.9% | $4,660-70.1% |
| Participant deferral / active EE | $2,879 | $5,619-48.8% | $5,057-43.1% | $6,688-57.0% |
| Admin fee / account holder | $52,822 | $9,750+441.8% | $8,355+532.2% | $13,397+294.3% |