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 | $21,610 | $227,553-90.5% | $189,557-88.6% | $167,490-87.1% |
| Participation rate | 85.7% | 82.5%+3.2pp | 78.4%+7.3pp | 82.1%+3.6pp |
| Annual return | 12.41% | 78.40%-66.0pp | 64.17%-51.8pp | 478.56%-466.1pp |
| Employer contribution / active EE | $14,153 | $5,316+166.2% | $4,412+220.7% | $4,837+192.6% |
| Participant deferral / active EE | $7,907 | $7,002+12.9% | $6,174+28.1% | $6,341+24.7% |
| Admin fee / account holder | $2,802 | $11,878-76.4% | $9,807-71.4% | $12,309-77.2% |