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 | $21,470 | $107,934-80.1% | $91,989-76.7% | $152,861-86.0% |
| Participation rate | 91.3% | 81.2%+10.1pp | 78.6%+12.7pp | 82.4%+8.9pp |
| Annual return | 19.95% | 89.24%-69.3pp | 69.02%-49.1pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,469 | $4,210-65.1% | $3,452-57.4% | $4,762-69.1% |
| Participant deferral / active EE | $3,333 | $6,364-47.6% | $5,923-43.7% | $5,850-43.0% |
| Admin fee / account holder | $1,290 | $10,520-87.7% | $7,743-83.3% | $11,596-88.9% |