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 | $23,862 | $210,648-88.7% | $177,989-86.6% | $145,922-83.6% |
| Participation rate | 77.8% | 80.8%-3.0pp | 77.1%+0.7pp | 80.3%-2.5pp |
| Annual return | 11.33% | 385.86%-374.5pp | 294.48%-283.2pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,113 | $4,565-53.7% | $3,949-46.5% | $4,660-54.7% |
| Participant deferral / active EE | $2,671 | $6,958-61.6% | $6,276-57.4% | $6,688-60.1% |
| Admin fee / account holder | $4,315 | $12,013-64.1% | $10,363-58.4% | $13,397-67.8% |