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 | $23,034 | $111,754-79.4% | $103,333-77.7% | $145,922-84.2% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 12.63% | 24.77%-12.1pp | 24.88%-12.3pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,790 | $4,212-57.5% | $3,868-53.7% | $4,660-61.6% |
| Participant deferral / active EE | $1,874 | $5,619-66.6% | $5,057-62.9% | $6,688-72.0% |
| Admin fee / account holder | $6,803 | $9,750-30.2% | $8,355-18.6% | $13,397-49.2% |