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 | $18,283 | $110,261-83.4% | $95,745-80.9% | $139,434-86.9% |
| Participation rate | 89.5% | 75.8%+13.7pp | 72.3%+17.2pp | 80.3%+9.2pp |
| Annual return | 16.73% | 27.11%-10.4pp | 28.35%-11.6pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,708 | $3,257-47.6% | $2,835-39.7% | $4,751-64.0% |
| Participant deferral / active EE | $3,593 | $4,676-23.1% | $4,245-15.3% | $6,710-46.4% |
| Admin fee / account holder | $7,998 | $6,613+20.9% | $5,678+40.9% | $11,403-29.9% |