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 | $20,367 | $53,127-61.7% | $86,590-76.5% | $70,131-71.0% |
| Participation rate | 98.6% | 65.3%+33.3pp | 73.5%+25.1pp | 69.5%+29.1pp |
| Annual return | 15.18% | 27.66%-12.5pp | 964.84%-949.7pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,195 | $2,068-42.2% | $2,839-57.9% | $2,342-49.0% |
| Participant deferral / active EE | $1,585 | $2,696-41.2% | $3,609-56.1% | $3,332-52.4% |
| Admin fee / account holder | $2,267 | $3,585-36.8% | $4,906-53.8% | $4,645-51.2% |