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 | $23,478 | $100,901-76.7% | $75,670-69.0% | $147,584-84.1% |
| Participation rate | 80.0% | 77.1%+2.9pp | 72.3%+7.7pp | 82.8%-2.8pp |
| Annual return | 9.43% | 35.78%-26.4pp | 27.34%-17.9pp | 578.55%-569.1pp |
| Employer contribution / active EE | $260 | $3,253-92.0% | $2,352-88.9% | $4,876-94.7% |
| Participant deferral / active EE | $830 | $4,027-79.4% | $3,142-73.6% | $5,439-84.7% |
| Admin fee / account holder | $5,755 | $11,285-49.0% | $5,800-0.8% | $10,885-47.1% |