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 | $18,468 | $74,888-75.3% | $71,209-74.1% | $142,382-87.0% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 13.61% | 345.14%-331.5pp | 282.51%-268.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,172 | $2,854-59.0% | $2,721-56.9% | $4,299-72.7% |
| Participant deferral / active EE | $1,855 | $4,454-58.4% | $4,175-55.6% | $6,507-71.5% |
| Admin fee / account holder | $5,554 | $5,568-0.3% | $5,349+3.8% | $12,624-56.0% |