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 | $18,971 | $62,573-69.7% | $85,682-77.9% | $85,850-77.9% |
| Participation rate | 86.7% | 61.1%+25.5pp | 69.9%+16.8pp | 69.3%+17.4pp |
| Annual return | 14.11% | 23.77%-9.7pp | 21.49%-7.4pp | 318.53%-304.4pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,017 | $2,802-28.0% | $3,923-48.6% | $3,952-49.0% |
| Admin fee / account holder | $7,130 | $4,640+53.7% | $6,873+3.7% | $6,260+13.9% |