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 | $21,952 | $183,519-88.0% | $155,509-85.9% | $145,922-85.0% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 11.07% | 61.17%-50.1pp | 64.67%-53.6pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,915 | $5,313-64.0% | $4,672-59.0% | $4,660-58.9% |
| Participant deferral / active EE | $3,939 | $6,462-39.1% | $5,626-30.0% | $6,688-41.1% |
| Admin fee / account holder | $4,181 | $19,313-78.3% | $15,912-73.7% | $13,397-68.8% |