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 | $21,303 | $74,888-71.6% | $71,209-70.1% | $142,382-85.0% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 14.68% | 345.14%-330.5pp | 282.51%-267.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,118 | $2,854-60.8% | $2,721-58.9% | $4,299-74.0% |
| Participant deferral / active EE | $2,310 | $4,454-48.1% | $4,175-44.7% | $6,507-64.5% |
| Admin fee / account holder | $7,876 | $5,568+41.4% | $5,349+47.2% | $12,624-37.6% |