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 | $19,985 | $69,518-71.3% | $59,878-66.6% | $135,375-85.2% |
| Participation rate | 95.8% | 77.8%+18.0pp | 74.7%+21.1pp | 82.6%+13.2pp |
| Annual return | 32.68% | 7.94%+24.7pp | 3.46%+29.2pp | 519.73%-487.1pp |
| Employer contribution / active EE | $1,226 | $3,235-62.1% | $2,722-55.0% | $4,779-74.4% |
| Participant deferral / active EE | $1,226 | $4,206-70.9% | $3,402-64.0% | $5,609-78.1% |
| Admin fee / account holder | $3,941 | $5,734-31.3% | $3,590+9.8% | $10,827-63.6% |