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 | $18,481 | $111,754-83.5% | $103,333-82.1% | $145,922-87.3% |
| Participation rate | 95.2% | 77.9%+17.3pp | 74.5%+20.7pp | 80.3%+15.0pp |
| Annual return | 15.23% | 24.77%-9.5pp | 24.88%-9.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $4,724 | $4,212+12.1% | $3,868+22.1% | $4,660+1.4% |
| Participant deferral / active EE | $2,188 | $5,619-61.1% | $5,057-56.7% | $6,688-67.3% |
| Admin fee / account holder | $887 | $9,750-90.9% | $8,355-89.4% | $13,397-93.4% |