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 | $14,106 | $85,202-83.4% | $172,739-91.8% | $72,985-80.7% |
| Participation rate | 84.0% | 70.1%+13.9pp | 82.6%+1.4pp | 69.5%+14.5pp |
| Annual return | 28.06% | 27.32%+0.7pp | 802.84%-774.8pp | 81.00%-52.9pp |
| Employer contribution / active EE | $1,665 | $3,324-49.9% | $5,143-67.6% | $2,440-31.8% |
| Participant deferral / active EE | $3,448 | $3,260+5.8% | $5,198-33.7% | $3,607-4.4% |
| Admin fee / account holder | $2,130 | $5,884-63.8% | $13,954-84.7% | $5,124-58.4% |