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 | $24,679 | $112,881-78.1% | $90,951-72.9% | $158,922-84.5% |
| Participation rate | 84.6% | 74.7%+9.9pp | 69.0%+15.6pp | 82.0%+2.7pp |
| Annual return | 16.80% | 215.79%-199.0pp | 134.60%-117.8pp | 302.83%-286.0pp |
| Employer contribution / active EE | $1,018 | $2,893-64.8% | $2,122-52.0% | $4,761-78.6% |
| Participant deferral / active EE | $1,538 | $4,128-62.7% | $3,373-54.4% | $5,982-74.3% |
| Admin fee / account holder | $1,159 | $8,041-85.6% | $5,959-80.5% | $11,246-89.7% |