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 | $13,754 | $102,966-86.6% | $90,281-84.8% | $152,861-91.0% |
| Participation rate | 72.7% | 75.9%-3.1pp | 73.3%-0.5pp | 82.4%-9.7pp |
| Annual return | 29.42% | 95.16%-65.7pp | 78.10%-48.7pp | 345.32%-315.9pp |
| Employer contribution / active EE | $1,406 | $3,139-55.2% | $2,854-50.7% | $4,762-70.5% |
| Participant deferral / active EE | $2,564 | $4,281-40.1% | $3,885-34.0% | $5,850-56.2% |
| Admin fee / account holder | $3,291 | $6,171-46.7% | $5,351-38.5% | $11,596-71.6% |