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 | $21,585 | $111,724-80.7% | $93,606-76.9% | $145,922-85.2% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 11.77% | 202.98%-191.2pp | 133.20%-121.4pp | 561.29%-549.5pp |
| Employer contribution / active EE | $4,127 | $3,090+33.6% | $2,420+70.6% | $4,660-11.4% |
| Participant deferral / active EE | $8,601 | $4,912+75.1% | $4,411+95.0% | $6,688+28.6% |
| Admin fee / account holder | $11,725 | $10,250+14.4% | $8,285+41.5% | $13,397-12.5% |