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 | $18,073 | $109,327-83.5% | $89,391-79.8% | $158,922-88.6% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.0%+23.7pp | 82.0%+9.7pp |
| Annual return | 24.67% | 345.68%-321.0pp | 245.62%-220.9pp | 302.83%-278.2pp |
| Employer contribution / active EE | $2,377 | $3,170-25.0% | $2,586-8.1% | $4,761-50.1% |
| Participant deferral / active EE | $4,289 | $4,598-6.7% | $3,890+10.3% | $5,982-28.3% |
| Admin fee / account holder | $546 | $6,153-91.1% | $4,881-88.8% | $11,246-95.1% |