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 | $18,143 | $96,484-81.2% | $75,886-76.1% | $152,861-88.1% |
| Participation rate | 73.3% | 76.2%-2.9pp | 69.3%+4.1pp | 82.4%-9.1pp |
| Annual return | 20.14% | 33.98%-13.8pp | 30.76%-10.6pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,380 | $3,309-58.3% | $2,500-44.8% | $4,762-71.0% |
| Participant deferral / active EE | $3,157 | $4,553-30.7% | $3,603-12.4% | $5,850-46.0% |
| Admin fee / account holder | $2,726 | $8,078-66.3% | $5,418-49.7% | $11,596-76.5% |