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 | $17,045 | $96,635-82.4% | $86,612-80.3% | $139,434-87.8% |
| Participation rate | 91.3% | 74.4%+16.9pp | 71.7%+19.6pp | 80.3%+11.0pp |
| Annual return | 13.95% | 106.41%-92.5pp | 591.07%-577.1pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,839 | $3,263-43.6% | $3,022-39.1% | $4,751-61.3% |
| Participant deferral / active EE | $4,165 | $4,836-13.9% | $4,438-6.1% | $6,710-37.9% |
| Admin fee / account holder | $2,955 | $6,408-53.9% | $5,614-47.4% | $11,403-74.1% |