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 | $24,132 | $95,416-74.7% | $185,823-87.0% | $85,850-71.9% |
| Participation rate | 96.0% | 68.8%+27.2pp | 81.7%+14.3pp | 69.3%+26.7pp |
| Annual return | 14.12% | 23.59%-9.5pp | 122.05%-107.9pp | 318.53%-304.4pp |
| Employer contribution / active EE | $3,028 | $3,314-8.6% | $5,167-41.4% | $2,565+18.0% |
| Participant deferral / active EE | $1,697 | $3,423-50.4% | $5,568-69.5% | $3,952-57.1% |
| Admin fee / account holder | $652 | $7,213-91.0% | $16,237-96.0% | $6,260-89.6% |