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 | $22,937 | $81,632-71.9% | $70,449-67.4% | $158,922-85.6% |
| Participation rate | 86.4% | 77.7%+8.6pp | 75.1%+11.3pp | 82.0%+4.4pp |
| Annual return | 6.74% | 208.40%-201.7pp | 109.03%-102.3pp | 302.83%-296.1pp |
| Employer contribution / active EE | $1,360 | $3,217-57.7% | $2,737-50.3% | $4,761-71.4% |
| Participant deferral / active EE | $1,360 | $4,554-70.1% | $3,709-63.3% | $5,982-77.3% |
| Admin fee / account holder | $440 | $6,193-92.9% | $3,845-88.6% | $11,246-96.1% |