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 | $12,936 | $48,230-73.2% | $67,502-80.8% | $80,856-84.0% |
| Participation rate | 93.8% | 66.4%+27.4pp | 72.9%+20.9pp | 67.6%+26.1pp |
| Annual return | 18.72% | 18.28%+0.4pp | 3512.12%-3493.4pp | 35.59%-16.9pp |
| Employer contribution / active EE | $832 | $2,020-58.8% | $2,731-69.5% | $2,755-69.8% |
| Participant deferral / active EE | $1,922 | $2,924-34.3% | $4,000-52.0% | $4,296-55.3% |
| Admin fee / account holder | $552 | $3,681-85.0% | $3,998-86.2% | $6,918-92.0% |