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 | $20,543 | $96,484-78.7% | $75,886-72.9% | $152,861-86.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.3%+10.7pp | 82.4%-2.4pp |
| Annual return | 16.92% | 33.98%-17.1pp | 30.76%-13.8pp | 345.32%-328.4pp |
| Employer contribution / active EE | $1,529 | $3,309-53.8% | $2,500-38.8% | $4,762-67.9% |
| Participant deferral / active EE | $3,511 | $4,553-22.9% | $3,603-2.6% | $5,850-40.0% |
| Admin fee / account holder | $50,211 | $8,078+521.6% | $5,418+826.7% | $11,596+333.0% |