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 | $24,329 | $177,572-86.3% | $154,803-84.3% | $142,382-82.9% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 12.93% | 65.07%-52.1pp | 58.88%-46.0pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,924 | $4,810-60.0% | $4,305-55.3% | $4,299-55.3% |
| Participant deferral / active EE | $3,694 | $6,272-41.1% | $5,540-33.3% | $6,507-43.2% |
| Admin fee / account holder | $3,852 | $16,786-77.1% | $14,329-73.1% | $12,624-69.5% |