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 | $28,184 | $177,572-84.1% | $154,803-81.8% | $142,382-80.2% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 20.67% | 65.07%-44.4pp | 58.88%-38.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $6,594 | $4,810+37.1% | $4,305+53.2% | $4,299+53.4% |
| Participant deferral / active EE | $12,544 | $6,272+100.0% | $5,540+126.4% | $6,507+92.8% |
| Admin fee / account holder | $56,596 | $16,786+237.2% | $14,329+295.0% | $12,624+348.3% |