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 | $20,269 | $102,966-80.3% | $90,281-77.5% | $152,861-86.7% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 15.77% | 95.16%-79.4pp | 78.10%-62.3pp | 345.32%-329.5pp |
| Employer contribution / active EE | $2,174 | $3,139-30.7% | $2,854-23.8% | $4,762-54.4% |
| Participant deferral / active EE | $3,012 | $4,281-29.7% | $3,885-22.5% | $5,850-48.5% |
| Admin fee / account holder | $12,922 | $6,171+109.4% | $5,351+141.5% | $11,596+11.4% |