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 | $18,727 | $109,327-82.9% | $89,391-79.0% | $158,922-88.2% |
| Participation rate | 70.0% | 74.3%-4.3pp | 68.0%+2.0pp | 82.0%-12.0pp |
| Annual return | 10.22% | 345.68%-335.5pp | 245.62%-235.4pp | 302.83%-292.6pp |
| Employer contribution / active EE | $1,389 | $3,170-56.2% | $2,586-46.3% | $4,761-70.8% |
| Participant deferral / active EE | $1,820 | $4,598-60.4% | $3,890-53.2% | $5,982-69.6% |
| Admin fee / account holder | $11,905 | $6,153+93.5% | $4,881+143.9% | $11,246+5.9% |