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 | $24,719 | $112,096-77.9% | $95,952-74.2% | $158,922-84.4% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 19.19% | 171.09%-151.9pp | 91.61%-72.4pp | 302.83%-283.6pp |
| Employer contribution / active EE | $1,911 | $3,198-40.2% | $2,541-24.8% | $4,761-59.9% |
| Participant deferral / active EE | $2,561 | $4,784-46.5% | $4,167-38.5% | $5,982-57.2% |
| Admin fee / account holder | $1,097 | $10,130-89.2% | $6,795-83.9% | $11,246-90.2% |