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 | $22,832 | $165,984-86.2% | $164,813-86.1% | $145,922-84.4% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 12.86% | 100.03%-87.2pp | 69.93%-57.1pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,846 | $5,273-46.0% | $4,341-34.4% | $4,660-38.9% |
| Participant deferral / active EE | $6,665 | $6,959-4.2% | $6,031+10.5% | $6,688-0.3% |
| Admin fee / account holder | $18,493 | $16,648+11.1% | $12,690+45.7% | $13,397+38.0% |