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 | $23,410 | $56,199-58.3% | $67,652-65.4% | $59,632-60.7% |
| Participation rate | 90.8% | 71.5%+19.3pp | 75.7%+15.1pp | 68.7%+22.1pp |
| Annual return | 5.76% | 18505.31%-18499.5pp | 6625.04%-6619.3pp | 2041.28%-2035.5pp |
| Employer contribution / active EE | $4,817 | $1,614+198.4% | $2,266+112.6% | $2,203+118.7% |
| Participant deferral / active EE | $4,975 | $2,844+75.0% | $3,560+39.8% | $3,192+55.9% |
| Admin fee / account holder | $4,598 | $3,958+16.2% | $4,821-4.6% | $4,297+7.0% |