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 | $20,597 | $53,127-61.2% | $86,590-76.2% | $70,131-70.6% |
| Participation rate | 86.4% | 65.3%+21.1pp | 73.5%+12.8pp | 69.5%+16.8pp |
| Annual return | 27.72% | 27.66%+0.1pp | 964.84%-937.1pp | 73.14%-45.4pp |
| Employer contribution / active EE | $2,218 | $2,068+7.2% | $2,839-21.9% | $2,342-5.3% |
| Participant deferral / active EE | $2,838 | $2,696+5.3% | $3,609-21.4% | $3,332-14.8% |
| Admin fee / account holder | $1,194 | $3,585-66.7% | $4,906-75.7% | $4,645-74.3% |