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 | $17,484 | $107,334-83.7% | $92,893-81.2% | $152,861-88.6% |
| Participation rate | 89.5% | 79.8%+9.7pp | 76.0%+13.5pp | 82.4%+7.0pp |
| Annual return | 16.25% | 145.58%-129.3pp | 109.41%-93.2pp | 345.32%-329.1pp |
| Employer contribution / active EE | $1,619 | $4,221-61.6% | $3,653-55.7% | $4,762-66.0% |
| Participant deferral / active EE | $4,014 | $4,845-17.2% | $4,236-5.2% | $5,850-31.4% |
| Admin fee / account holder | $1,245 | $7,079-82.4% | $5,794-78.5% | $11,596-89.3% |