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 | $23,065 | $60,323-61.8% | $81,812-71.8% | $74,495-69.0% |
| Participation rate | 70.4% | 62.9%+7.5pp | 72.3%-1.9pp | 67.2%+3.2pp |
| Annual return | 14.48% | 16.90%-2.4pp | 773.79%-759.3pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $983 | $2,620-62.5% | $2,912-66.3% | $2,623-62.5% |
| Participant deferral / active EE | $2,566 | $3,387-24.2% | $4,319-40.6% | $4,346-40.9% |
| Admin fee / account holder | $1,429 | $1,486-3.9% | $7,386-80.7% | $1,942-26.4% |