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 | $23,358 | $112,096-79.2% | $95,952-75.7% | $158,922-85.3% |
| Participation rate | 76.9% | 79.0%-2.1pp | 77.1%-0.2pp | 82.0%-5.0pp |
| Annual return | 14.22% | 171.09%-156.9pp | 91.61%-77.4pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,474 | $3,198-53.9% | $2,541-42.0% | $4,761-69.0% |
| Participant deferral / active EE | $3,267 | $4,784-31.7% | $4,167-21.6% | $5,982-45.4% |
| Admin fee / account holder | $29,514 | $10,130+191.3% | $6,795+334.3% | $11,246+162.4% |