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 | $19,536 | $85,022-77.0% | $70,515-72.3% | $139,434-86.0% |
| Participation rate | 72.7% | 73.9%-1.2pp | 68.3%+4.4pp | 80.3%-7.6pp |
| Annual return | 27.24% | 30.38%-3.1pp | 32.77%-5.5pp | 372.94%-345.7pp |
| Employer contribution / active EE | $1,099 | $3,909-71.9% | $2,973-63.0% | $4,751-76.9% |
| Participant deferral / active EE | $1,299 | $5,890-78.0% | $4,567-71.6% | $6,710-80.6% |
| Admin fee / account holder | $1,405 | $8,906-84.2% | $6,412-78.1% | $11,403-87.7% |