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 | $13,597 | $99,020-86.3% | $86,590-84.3% | $147,584-90.8% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 16.95% | 1312.34%-1295.4pp | 964.84%-947.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $899 | $3,132-71.3% | $2,839-68.3% | $4,876-81.6% |
| Participant deferral / active EE | $1,025 | $3,972-74.2% | $3,609-71.6% | $5,439-81.2% |
| Admin fee / account holder | $432 | $5,710-92.4% | $4,906-91.2% | $10,885-96.0% |