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 | $16,453 | $107,334-84.7% | $92,893-82.3% | $152,861-89.2% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 22.42% | 145.58%-123.2pp | 109.41%-87.0pp | 345.32%-322.9pp |
| Employer contribution / active EE | $966 | $4,221-77.1% | $3,653-73.6% | $4,762-79.7% |
| Participant deferral / active EE | $2,531 | $4,845-47.8% | $4,236-40.3% | $5,850-56.7% |
| Admin fee / account holder | $1,458 | $7,079-79.4% | $5,794-74.8% | $11,596-87.4% |