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 | $24,004 | $77,634-69.1% | $156,549-84.7% | $62,891-61.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.33% | 50.32%-41.0pp | 32.23%-22.9pp | 20.14%-10.8pp |
| Employer contribution / active EE | $1,716 | $3,444-50.2% | $5,501-68.8% | $2,281-24.8% |
| Participant deferral / active EE | $3,864 | $3,045+26.9% | $4,871-20.7% | $3,203+20.6% |
| Admin fee / account holder | $369 | $5,561-93.4% | $13,027-97.2% | $4,296-91.4% |