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 | $25,799 | $106,890-75.9% | $84,015-69.3% | $152,861-83.1% |
| Participation rate | 86.7% | 75.2%+11.4pp | 69.0%+17.7pp | 82.4%+4.2pp |
| Annual return | 21.13% | 104.99%-83.9pp | 71.31%-50.2pp | 345.32%-324.2pp |
| Employer contribution / active EE | $495 | $2,734-81.9% | $1,983-75.1% | $4,762-89.6% |
| Participant deferral / active EE | $3,453 | $4,011-13.9% | $3,239+6.6% | $5,850-41.0% |
| Admin fee / account holder | $17,690 | $8,285+113.5% | $6,101+190.0% | $11,596+52.5% |