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 | $20,516 | $69,207-70.4% | $64,056-68.0% | $139,434-85.3% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 19.08% | 45.88%-26.8pp | 33.69%-14.6pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,577 | $3,182-50.4% | $2,747-42.6% | $4,751-66.8% |
| Participant deferral / active EE | $7,496 | $4,682+60.1% | $3,880+93.2% | $6,710+11.7% |
| Admin fee / account holder | $3,643 | $4,244-14.2% | $3,068+18.7% | $11,403-68.1% |