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 | $23,461 | $56,114-58.2% | $96,139-75.6% | $85,850-72.7% |
| Participation rate | 76.3% | 56.7%+19.6pp | 68.4%+7.9pp | 69.3%+7.0pp |
| Annual return | 14.06% | 42.30%-28.2pp | 191.94%-177.9pp | 318.53%-304.5pp |
| Employer contribution / active EE | $928 | $1,620-42.7% | $2,797-66.8% | $2,565-63.8% |
| Participant deferral / active EE | $2,410 | $2,859-15.7% | $4,349-44.6% | $3,952-39.0% |
| Admin fee / account holder | $5,900 | $3,768+56.6% | $5,537+6.6% | $6,260-5.7% |