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 | $23,742 | $91,190-74.0% | $178,490-86.7% | $79,858-70.3% |
| Participation rate | 96.2% | 69.2%+27.0pp | 81.9%+14.2pp | 69.6%+26.5pp |
| Annual return | 12.99% | 24.19%-11.2pp | 151.07%-138.1pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,440 | $3,256-55.8% | $5,011-71.3% | $2,471-41.7% |
| Participant deferral / active EE | $4,083 | $3,236+26.2% | $5,202-21.5% | $3,740+9.2% |
| Admin fee / account holder | $904 | $6,751-86.6% | $13,984-93.5% | $5,306-83.0% |